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🎁 Give Back and Save on Taxes! Did you know you can support your favorite charities AND reduce your taxable income? Qualified Charitable Distributions (QCDs) let you donate directly from your IRA while meeting your required minimum distribution. Learn how QCDs work and why they’re a smart strategy this giving season: 👉 https://hubs.li/Q03XG9sW0 #TaxTips #CharitableGiving #RetirementPlanning

Your 2026 IRA Calendar is here! Staying on top of IRA deadlines doesn’t have to be stressful. Our month-by-month guide includes IRS dates, SDIRA requirements, and planning reminders to help you stay organized and maximize your retirement strategy. 📖 Explore the full article: https://hubs.li/Q03Wl1KQ0 #IRA #RetirementPlanning #FinancialWellness

See what’s changing with IRA and retirement plan limits in 2026! The IRS has released the 2026 cost-of-living adjustments (COLAs), including updates to IRA contribution amounts and other key retirement plan limits. Taking advantage of higher contribution limits each year can boost tax-deferred (or tax-free) growth and keep your retirement strategy on track. 👉 Learn more: https://hubs.li/Q03Vk4Zh0 #RetirementPlanning #IRAlimits #COLA

💡 Life changes, and your estate plan should evolve with it. In our latest Insights article, we explore what happened when an IRA owner's beneficiary designations did not match her will. The result? Higher taxes for her heirs and missed charitable gifts. Keeping your IRA beneficiary form up to date can help ensure your legacy and your wishes are carried out as intended. Read the full article: https://hubs.li/Q03SqlJ60 #EstatePlanning #IRABeneficiary #FinancialPlanning #STRATA

As the retirement industry turns its attention to alternative assets, SDIRA investors already know the value of diversification and long-term strategy. In our latest Insights article, we explore: ✅ How new policy discussions could expand access to alternatives ✅ Key year-end steps for SDIRA investors ✅ The importance of accurate valuations and compliance Read the full article to stay informed and make confident decisions about your self-directed IRA—and learn how STRATA supports expert SDIRA custody. https://hubs.li/Q03PnHlL0 #SDIRA #AlternativeInvestments #RetirementStrategy #InvestorInsights #StrataTrustCompany

Year-end is coming fast, are your Required Minimum Distributions (RMDs) on track? 📆 Delays can cause stress or even penalties, especially with illiquid IRA assets. Our latest article shares key deadlines, liquidity tips, and how SECURE 2.0 changes affect RMDs. 🔗 Read more: https://hubs.li/Q03N73yy0 #RMD #RetirementPlanning #WealthManagement