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9 Key Factors To Consider When Transferring Assets

If you want to move money from one IRA to another IRA, a “transfer” is the easiest method for moving the assets. An IRA-to-IRA “rollover” can also be used to...

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Financial Professionals: What Is Your Rollover Advice?

Rollovers from retirement plans to IRAs are the greatest source of dollars flowing into IRAs. Because of the volume of assets involved and the important role these assets play in...

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Tax Form 5498

Tax Form Focus: IRS Form 5498

If you own an IRA (including an inherited IRA), you should receive an IRS Form 5498 every year that a reportable event took place. IRA custodians use this form to report...

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Update: 2020 IRA Exemptions and Exceptions

With high hopes that 2021 will bring fewer last-minute, emergency changes to tax and IRA-related rules than we saw in 2020, now may be a good time to clear up...

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STRATA IN THE COMMUNITY: HOTAN254

The Heart of Texas Autism Network (HOTAN254) hosted Waco’s annual Autism Run/Walk on April 17, 2021. This event raises awareness and collects funds to support programs and activities used to...

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5 Retirement-Smart Ways to Use Your Tax Refund

If you receive a tax refund this year consider putting that money to work for you instead of spending it. You can save and/or invest that money for your future...

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