STRATA’s Kelli Click Featured in MarketWatch’s “How To Decide If You Should...
Article originally published on MarketWatch by Ellie Ismailidou – Too much choice can sometimes be a bad thing in life and it’s no different in saving for retirement. 401(k), Roth 401(k), IRA, Roth...
View ArticleHave Business Income? Start a SEP Plan for Tax and Retirement Savings Benefits
If you earn income from being self-employed, you are eligible to start a Simplified Employee Pension (SEP) plan. A SEP plan is a business-sponsored retirement plan that allows you to deduct your plan...
View Article2019 Tax Filing and IRA Contribution Deadline Extended Until July 15, 2020:...
As the U.S. government moves quickly to respond to the ongoing Coronavirus pandemic, there is some relief for taxpayers. On Friday, March 20, 2020, Treasury Secretary Steven Mnuchin announced an...
View ArticleSTRATA’s Patrick Hagen Featured in U.S. News & World Report’s “How to...
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....
View ArticleCARES 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 retirement savings have been passed...
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