Is A SIMPLE IRA Plan The Right Fit?
If you own a business and have employees, you probably have little time in your day or your budget to manage and fund a retirement plan. But studies have shown...
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...
Changing Jobs? Don’t Forget Your 401(k)
Leaving a job is the primary factor associated with retirement savings “leakage” – in other words, retirement savings lost or spent before retirement.1 By one estimate, 22% of net contributions...
Do You Want to Pay Taxes Now or Later?
Understanding the Tax Benefits of Traditional & Roth IRAs In addition to saving for retirement, one of the main incentives for saving in an IRA is being able to take...
Putting Your Retirement Savings to Work in a Self-Directed IRA
Saving for retirement is a top financial planning goal for most Americans, and savings habits support this sentiment. In fact, the 2020 Retirement Confidence Survey from The Employee Benefit Research...
How the QCD Anti-Abuse Rule Could Affect Retirement and Charitable Giving Strategies
The SECURE Act became law on January 1, 2020 and made a number of changes to retirement plans that are beneficial to retirement savers and investors. One of these is the...
