STRATA’s Patrick Hagen Featured in U.S. News & World Report’s “How to Leverage 0% Interest Rates in a Self-Directed IRA”
Article originally published in U.S. News & World Report by Rebecca Lake, Contributor - A changing economic environment that brings 0% interest rates can open up new possibilities for investors. One...
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...
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...
How the QCD Anti-Abuse Rule Could Affect Retirement and Charitable Giving Strategies
The SECURE Act that became law on January 1 of this year made a number of changes to retirement plans that are beneficial to retirement savers and investors. One of...
Inherited IRAS Won’t Stretch As Far As They Used To
Up until 2020, the “stretch IRA” concept was commonly used as an estate or legacy planning tool for IRA owners who wanted to leave a significant amount of tax-sheltered assets...
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,...
