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Will my IRA affect my social security benefits?

While most retirees depend on their Social Security benefits for retirement income, Social Security was never intended to be a worker’s sole source of income during the retirement years. Social...

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STRATA Trust Company Reaches $2 Billion AUC Milestone

Asset growth ushers firm into the top tier as a premier national custodian for alternative assets and non-exchange traded investments in self-directed IRAs STRATA Trust Company (“STRATA”), a custodian dedicated...

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STRATA Trust Company featured on Gaining Perspective Podcast

STRATA Trust Company Featured on Gaining Perspective Podcast

Tune in to hear our National Director of Business Development, Patrick Hagen, talk with Robert Huebscher on Advisor Perspectives’ Gaining Perspective podcast about why advisors should consider self-directed IRAs. CLICK...

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IRA Rollover Opportunities for Financial Advisors

While the 401(k) plan may play a lead role in retirement savings collection, IRAs top the market for job seekers and retirees by providing more options for investment, consolidation, and...

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Legislative Update: SECURE Passage Slipping Away?

Both sides of the legislative aisle have expressed their support for enhancing American workers’ opportunities to save for retirement. But actually passing legislation to accomplish that goal has proven to...

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No Double Dipping – New Laws for Deducting Charitable Contributions

Double dipping is uncouth when it comes to sharing food. But when it comes to tax laws, it’s typically prohibited – at least most of the time. For example, if...

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