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Can I Get An IRA “Do Over”?

Many IRA owners carefully weigh the benefits and considerations of saving for retirement in a Traditional IRA vs. a Roth IRA, and then pick the one that meets their tax...

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Mid-Year IRA Investment Review

The 4th of July holiday marks the “middle of summer” for many people, but it is also the middle of the calendar year. July 2 is the exact half-way date...

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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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STRATA’s Patrick Hagen Featured: “Bringing Alternative Assets Into 401(k) Plans”

Article originally published in PlanAdviser by Lee Barney –  While the stock market has recovered since its sharp 30% downturn in March at the onset of the coronavirus pandemic in the U.S., plan...

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Putting Retirement Savings to Work

Putting Your Retirement Savings to Work in a Self-Directed IRA

Saving for retirement is a top financial planning goal for most Americans, and savings habits support this sentiment. In fact, the 2020 Retirement Confidence Survey from The Employee Benefit Research...

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Plan Asset Rules

What You Should Know About the DOL’s Plan Asset Rules

Investment issuers need to be aware of rules from the Department of Labor that could result in a violation of prohibited transaction rules if they aren’t followed. This, in turn,...

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