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

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...

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Crowdfunding investing in a Self-Directed IRA

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...

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How the QCD Anti-Abuse Rule Could Affect Retirement and Charitable Giving Strategies

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...

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ten tips for ira rollovers

10 Tips for IRA Rollovers

Rolling over retirement savings from a former employer’s retirement plan to a self-directed IRA can have many benefits, including the freedom to invest in a broad range of alternative investments....

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RMD Strategies

Beginning at age 72 (or 70½ if you turned 70½ on or before December 31, 20191) IRA owners are required to take annual withdrawals from their IRAs– whether they need...

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IRA Power of Attorney

Who Will Manage Your IRA If You Can’t?

“Hope for the best but prepare for the worst” is a motto many people live by. Having a plan for protection against unknown future possibilities can be comforting. Common measures...

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