Insights: Alternative Investments

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Smart Retirement Portfolio Moves to Make Now

Alternative investments—such as private equity, real estate or private debt—are continuing to gain popularity for investors seeking to diversify their retirement plan assets. Institutional investors have already allocated as much...

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When an IRA Incurs UBTI or UDFI

Investing in a self-directed IRA has many advantages, including the valuable combination of two key benefits: Tax deferral on investment earnings Broad array of alternative investment options Alternative investments such...

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Reporting FMVs for Unconventional IRA Assets

Reporting Fair Market Values for Alternative IRA Assets

One of the requirements for IRA custodians like STRATA is to report the fair market value (FMV) of IRAs to IRA owners each year and to the Internal Revenue Service...

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The Backdoor Roth: Tax Law Changes Bring New Strategies for Alternative Investment IRAs

On December 22, 2017, President Trump signed into law H.R. 1, known as the Tax Cuts and Jobs Act (the “Act”), which makes widespread changes to the Internal Revenue Code...

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What you need to know about self-directed IRAs and alternative investments

Over the past few decades, the introduction of newer investment strategies has given a continuously growing number of investors access to both conventional stocks and bonds and non-traditional alternative investments....

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