STRATA Trust Company’s Post

A Roth IRA is a powerful tax-advantaged way to save for retirement. Use this calculator to find out how much your Roth IRA contributions could be worth at retirement, and what you would save in taxes. https://hubs.li/Q02g8nDf0 #RetirementGoals #RothIRA #IRA

High earner? Think your retirement portfolio is your most valuable asset? Surprisingly - it’s not! And if it’s not protected, a lot is at risk: your home, your family, your future. This FREE guide lays out what you need to know in just a few pages. Just click to read instantly! #highearner

Our Chief Investment Officer, Darius Gagne, PhD, CFP®, CFA, was recently interviewed by Larry Light at Forbes on how to reduce estate taxes. You can virtually sit in on this insightful discussion and learn more about grantor retained annuity trusts (GRATs). #GRAT #EstateTax #wealthmanagement #legacyplanning #financialplanning

Looking to secure your financial future with greater control and flexibility? 🌟 Individual brokerage accounts are an increasingly popular choice for savvy investors aiming to expand their wealth. Discover the multitude of advantages they offer, from diverse investment options to accessible and penalty-free retirement considerations. 📈💼 https://lnkd.in/gEV6AeZv

IS AN ANNUITY WORTH IT FOR HIGH-INCOME EARNERS? When running the numbers, the outcome favours the RA as a base investment. Here's why… Explore Marius' expert response to a reader's question. Read more below. 🤔 Do you have a question for Marius? Feel free to ask in the comments! #financialplanning #article #annuity #tax #investment #readersquestion

Looking to secure your financial future with greater control and flexibility? 🌟 Individual brokerage accounts are an increasingly popular choice for savvy investors aiming to expand their wealth. Discover the multitude of advantages they offer, from diverse investment options to accessible and penalty-free retirement considerations. 📈💼 https://lnkd.in/gHNEsd7V

Are you considering a Roth IRA conversion strategy? Our article discusses the pros and cons of leveraging this method to grow your assets tax-efficiently and important factors to consider before making a move. https://lnkd.in/euTNi9CT

Daily IRA/401k/HSA post: Although likely not surprising, there are individuals that might mislead investors into thinking they can’t take control and invest in real estate with an IRA/401k/HSA. Trust but verify always… Here are some facts to checkout from IRS.gov “IRA trustees are permitted to impose additional restrictions on investments. For example, because of administrative burdens, many IRA trustees do not permit IRA owners to invest IRA funds in real estate. IRA law does not prohibit investing in real estate, but trustees are not required to offer real estate as an option.” Equity Trust Company https://lnkd.in/gZUuSt3e

Are you considering a Roth IRA conversion strategy? Our article discusses the pros and cons of leveraging this method to grow your assets tax-efficiently and important factors to consider before making a move. https://lnkd.in/e24e8j9S

Confused between whether you should have a brokerage account or an IRA for your investments? 🧐 This article breaks down the pros and cons of each, helping you see which is best for your financial goals. Tap the link to get clued in! 📈 https://lnkd.in/g_XWDkTr #finance #financialplanning #money