See the latest news and emerging topics that impact IRAs and retirement.
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YOUR 2021 IRA CALENDAR
Nothing was “normal” in 2020, including your tax-qualified retirement savings accounts. Investment values were up and down, deadlines were extended,...
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Legislation Watch: Secure Act 2.0, Are You Ready?
Sometimes change can be the catalyst for … more change. It’s been one year since the Setting Every Community Up for Retirement Enhancement Act of 2019...
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STRATA’s Kelli Click Featured in The Street, Retirement Daily’s “Can Alternative Investments Soften the Blow of Volatile Markets?”
Article originally published on TheStreet It’s understandable if investors in 2020 are feeling a little bit dizzy. The year started off with stock market...
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STRATA In The Community: The Shepherd’s Heart
The poverty rate in Central Texas is double the national average and accounts for over 30% of the population. 1 in 4 children under the age of 5 does not...
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Will Taxes be Taken Out of My IRA Withdrawal?
If you want to take a specific dollar amount out of your IRA, which of the following would you request your IRA custodian to distribute? Exact amount...
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Coronavirus-Related Retirement Account Distributions: Do You Qualify?
Revised June 23, 2020, to reflect new guidance released by the IRS. The newly enacted Coronavirus Aid, Relief, and Economic Security (CARES) Act is...
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The SECURE Act is changing retirement for many–What you need to know (Forbes.com)
The SECURE Act became effective on January 1, 2020, and it will inevitably affect many retirement savers, for better or worse...
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