Don’t Leave Your 401(K) Behind
Have you changed jobs or retired and left money behind in your former employer’s 401(k) plan? You worked hard to set aside that money for your future, so you want...
Is A Roth Conversion Right For You?
The contributions you make to IRAs and workplace retirement plans generally reduce your taxable income for the year of contribution and stay tax-deferred until you withdraw them. While you’re enjoying...
3 Self-Directed IRA Investments Investors Love
Many self-directed IRA investors want exposure to assets outside of traditional stocks, bonds, and cash, which is why investments in alternatives are on the rise and expected to reach $17...
STRATA’s Patrick Hagen Featured: “Congressional Effort to Eliminate Alternative Investments from IRAs Wouldn’t Make Sense”
Article originally published on TheStreet – Although it might have flown under the radar of the average American, a recent version of the Build Back Better bill contained provisions that stood...
Benefits of Pre-Tax Retirement Savings
As another year comes to a close, you may be wondering if your tax return will come with an income tax liability or a refund. You might still have time...
What SDIRA Investors Need to Know About 2021 and 2022 RMDs
If you are age 72 or older, you are required to take a minimum distribution from your Traditional, SEP, and SIMPLE IRAs each year. Those who were age 70½ by...
