Our online account access feature will be unavailable at times for scheduled maintenance from Saturday, October 24, 2020, at 9:00 PM EST until Sunday, October 25, 2020, at 7:00 AM EST.

Insights: Traditional IRA

Explore

October 15 – Not Just the Last Day to File Your Tax Return

October 15 – Not Just the Last Day to File Your Tax Return

Although October 15 may not stand out as the date of a historic event or a celebrity’s birthday, it is well-known by many as the last day for filing federal...

Read More

Roth versus Traditional Taxation

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...

Read More

Putting Retirement Savings to Work

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...

Read More

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,...

Read More

CARES Act Waives RMDs in 2020

CARES Act Waives RMDs in 2020

Just as we were all getting used to the SECURE Act rule changes, the rules changed again. After a few quiet years on the legislative front, two major bills affecting...

Read More

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...

Read More