Insights: alternative investments

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Withholding Tax

Will Taxes be Taken Out of My IRA Withdrawal?

If you want to take a specific dollar amount out of your IRA, which of the following would you request your IRA custodian to distribute? Exact amount Amount plus 10%...

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2021 COLA Announcement: Impact on IRAs

SOME IRA LIMITS CHANGE for 2021 Each year, the amount you are permitted to contribute to an IRA or to deduct on your tax return for your contributions can change...

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Futures Trading

Diversifying Your Retirement Portfolio: What Investors Need to Know About Futures Trading

Futures trading got some mainstream attention with the success of the 1983 big-screen comedy “Trading Places,” with co-stars Dan Akroyd and Eddie Murphy trading on frozen orange juice futures. The...

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STRATA’s Patrick Hagen Featured in PlanAdviser’s “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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What investors need to know about crowdfunding

Diversifying Your Retirement Portfolio: What Investors Need to Know About Investing in Crowdfunding

The current environment has highlighted the importance of having a portfolio that is diversified enough to withstand market turbulence. As investors seek shelter from the storm that COVID-19 has brewed...

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The benefits of alternative investments

Gaining the Competitive Edge: The Benefits of Alternative Investments

The beginning of 2020 has been marked with extreme market volatility and mounting investor concerns amid the coronavirus pandemic and resulting economic slowdown. Investors are more tuned in than ever...

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