Legislation Watch: Secure Act 2.0, House Vs Senate
Although 2020 was an unusually busy year for implementing changes to the tax rules for retirement savings, even more changes could be coming. Rule changes made by the SECURE Act...
Changing Jobs? Don’t Forget Your 401(k)
Leaving a job is the primary factor associated with retirement savings “leakage” – in other words, retirement savings lost or spent before retirement.1 By one estimate, 22% of net contributions...
STRATA’s Patrick Hagen Featured: “What Investors Should Know About Private Equity”
Article originally published on TheStreet - Private equity investments via self-directed individual retirement accounts allow investors to move money from publicly traded stocks, bonds or mutual funds into non-correlated options....
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...
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...
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...
