CARES Act Waives RMDs in 2020
Just as we were all getting used to the SECURE Act rule changes, the rules changed again. After a few quiet years on the legislative front, two major bills affecting...
STRATA’s Patrick Hagen Featured: “How to Leverage 0% Interest Rates in a Self-Directed IRA”
Article originally published in U.S. News & World Report by contributor Rebecca Lake. A changing economic environment that brings 0% interest rates can open up new possibilities for investors. One of...
2019 Tax Filing and IRA Contribution Deadline Extended Until July 15, 2020: Here’s What You Need To Know
As the U.S. government moves quickly to respond to the ongoing Coronavirus pandemic, there is some relief for taxpayers. On Friday, March 20, 2020, Treasury Secretary Steven Mnuchin announced an...
Have Business Income? Start a SEP Plan for Tax and Retirement Savings Benefits
If you earn income from being self-employed, you are eligible to start a Simplified Employee Pension (SEP) plan. A SEP plan is a business-sponsored retirement plan that allows you to...
STRATA’s Kelli click Featured: “3 Rules for Buy and Hold Real Estate Investing”
Article originally published in U.S. News & World Report by contributor Rebecca Lake – “Buy and hold" is a popular investing strategy that can also be applied to real estate. Purchasing a rental...
Should You Invest Self-Directed IRA Assets in a Crowdfunding Platform?
Diversification is one of the biggest keys to investing success for self-directed IRA owners. By spreading your IRA assets out among a wide range of different asset types, you can...
