Fair Market Value: Appraising Alternative Assets in a Self-Directed IRA
Note: FMV reporting to STRATA has been extended to July 1, 2020. Fair market value: What is it? IRA custodians, like STRATA Trust Company, are required by federal law to...
Should You Invest Self-Directed IRA Assets in a Crowdfunding Platform?
Diversification is one of the biggest keys to investing success for self-directed IRA owners. By spreading your IRA assets out among a wide range of different asset types, you can...
What You Should Know About the DOL’s Plan Asset Rules
Investment issuers need to be aware of rules from the Department of Labor that could result in a violation of prohibited transaction rules if they aren’t followed. This, in turn,...
10 Tips for IRA Rollovers
Rolling over retirement savings from a former employer’s retirement plan to a self-directed IRA can have many benefits, including the freedom to invest in a broad range of alternative investments....
Why Investing in Alternative Assets Makes Sense in a Self-Directed IRA
The bull market for stocks is now 10 years old, having bottomed out in early March of 2009 in the wake of the financial crisis. While the direction of the...
No Double Dipping – New Laws for Deducting Charitable Contributions
Double dipping is uncouth when it comes to sharing food. But when it comes to tax laws, it’s typically prohibited – at least most of the time. For example, if...
