Insights

Is an IRA the right solution for you?

Is an IRA the right solution for you?

Saving for retirement can be done in a variety of ways. Some people have a 401k or pension setup with an employer, but the most popular way for an individual to save for retirement is with an “IRA”. Today we want to take a high-level look at an IRA and answer a few common questions. We’ll also see how some of the new tax laws can impact how an IRA can be utilized. Let’s dive in!

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Will the Market Keep Dropping?

Will the Market Keep Dropping?

Presented by Gabe Lapito and Ryan Gomendi If you’re like many investors, you’re starting to worry. After all, the stock market has declined for the third month in a row, with the...

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What To Do With Volatility?

What To Do With Volatility?

There is no disputing the last few weeks in the markets have been challenging. Everyone is trying to predict how deep the declines will go and memories of 2008 and “corrections”...

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Do You Have An Insurance Plan?

Do You Have An Insurance Plan?

One of the most important things we assist clients with at Strategic Retirement Plans is identifying and mitigating risk. Risk management comes in many different forms: managing...

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SRP Client Stories: Michelle Olson

SRP Client Stories: Michelle Olson

All of our client stories hold a special place in our hearts, but this edition is a little extra special to us. Michelle Olson has been with us since the beginning when our...

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Welcome to our new home!

Welcome to our new home!

We have recently moved into our new office building, but it's much more than an office to us. It already feels like home! We feel extremely honored to be able to provide this new...

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What Are Donor Advised Funds?

What Are Donor Advised Funds?

At Strategic Retirement Plans we are always trying to help our clients create a complete financial plan that includes estate, tax, retirement, investment, and insurance planning....

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Thank You Veterans!

Thank You Veterans!

Veterans are skilled leaders and problem solvers who have a lot to offer in and out of the service. Got Your 6, a campaign to empower veterans in America, offered some...

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Our New Logo and What It Means

Our New Logo and What It Means

Today we are proud to unveil our new logo to our clients! The goal with our new logo is to portray where we are going while holding true to the values that have been our...

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Medicare Basics You Need To Know

Medicare Basics You Need To Know

The concept of Medicare can be murky for soon-to-be retirees. If you learn basic enrollment guidelines and some of the nuances of various Medicare plans, you’ll be empowered with...

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Understanding Risk

Understanding Risk

Few terms in personal finance are as important, or used as frequently, as "risk." Nevertheless, few terms are as imprecisely defined. Generally, when financial advisors or the...

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Charitable Contributions from IRAs

Charitable Contributions from IRAs

The Pension Protection Act of 2006 first allowed taxpayers age 70½ and older to make tax-free charitable donations directly from their IRAs. By making a qualified charitable...

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