2023’s Impact on Retirement Strategies
As we approach the start of a new year, you may benefit from a few observations about your retirement plans and investments. 2023 has been a unique year to say...
IRS COLA Changes for 2024
After last year’s historic cost-of-living adjustments (COLAs), the changes for 2024 are more modest. While inflation remains a concern for many, it has moderated a bit; but still, many of...
Minimize or Eliminate RMDs
It is important for IRA owners and beneficiaries to understand the required minimum distribution (RMD) prerequisites and learn how to reduce unnecessary taxes. If an accountholder or beneficiary misses an...
Investor Insights: STRATA’s 2023 Investor Survey Report
In the last year, we’ve seen a more favorable turn in market conditions for alternative investments. This environment is leading investors to take a more optimistic approach while still keeping...
Utilizing Retirement Savings and Tax Strategies for College Expenses
A four-year college degree may not be right for everyone, but studies show that it can pay off. In 2021, women aged 25-34 with at least a bachelor’s degree earned...
IRA Strategies for Small Business Owners
Whether you operate your business solo or have employees, setting up an IRA-based retirement plan is a smart strategy for your future and your business. You can build a nest...
