New Rules for RMDs
If you’re age 72 or older, you must withdraw a certain amount of money each year from your IRAs (excluding Roth IRAs). These “required minimum distributions” (RMDs) are mandated under...
Do You Have Enough Saved to Retire?
“How much do I need to have saved to retire?” That’s the million-dollar question – or perhaps a two-million-dollar question now, thanks to inflation. Of course, what savers really want...
Hurricane Ian Resources
We at STRATA are saddened to hear about the tragic weather events taking place across the Southeastern U.S. and would like to extend a helping hand to those affected in...
STRATA in the Community: Austin Humane Society
Approximately 6.3 million animals enter U.S. animal shelters nationwide annually, with about 3.1 million being dogs and 3.2 million being cats. Due to limited space and resources, roughly 750,000 healthy...
SEP IRA Contribution Deadlines for 2022
If you have a SEP IRA, there are upcoming deadlines to be aware of. October 17, 2022, is the deadline to establish a Simplified Employee Pension (SEP) retirement plan and...
October 2022 Deadlines for Self-Directed IRAs
In addition to pumpkins and trick-or-treats, October closes the window on the prior tax year for most filing purposes. October 15 is typically your last chance to file your tax...
