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STRATA Trust Retirement Planning for the Forward-Thinking Investor

Retirement planning for the forward-thinking investor: 7 ways you didn’t know you could invest

2020 has been a challenging year for investors and the long-anticipated end to the historical bull run has come to fruition. The Dow Jones Industrial Average and S&P 500 are...

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More time to make 2019 ira contributions

More Time to Make 2019 IRA Contributions

In a typical year, the deadline to file your federal tax return for the prior year is April 15 (unless you have a filing extension until October 15). So far,...

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A New Reason to Open a SIMPLE IRA Plan

A New Reason to Open a SIMPLE IRA Plan

If you own a business with no more than 100 employees who earned $5,000 or more last year, you are eligible to establish a special type of retirement plan for...

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SELF-DIRECTED IRA INVESTING – WHAT NOT TO DO - Prohibited Transactions

Self-Directed IRA Investing – What NOT To do

A self-directed IRA can open a world of investment possibilities, to go with the tax-related benefits of investing through an IRA. You can invest in private companies, gold, commercial property,...

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Patrick Hagen Featured in U.S. News and World Report

STRATA’s Patrick Hagen Featured: “How to Leverage 0% Interest Rates in a Self-Directed IRA”

Article originally published in U.S. News & World Report by contributor Rebecca Lake. A changing economic environment that brings 0% interest rates can open up new possibilities for investors. One of...

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Kelli Click Featured in U.S. News & World Report - STRATA Trust Company

STRATA’s Kelli click Featured: “3 Rules for Buy and Hold Real Estate Investing”

Article originally published in U.S. News & World Report by contributor Rebecca Lake –  “Buy and hold" is a popular investing strategy that can also be applied to real estate. Purchasing a rental...

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