What Tax Forms Do I Need To File For My SDIRA?
Self-directed IRAs (SDIRAs) offer valuable tax advantages for your retirement savings. To tap into these benefits and avoid unintended tax consequences, you may need to file certain IRS forms with...
STRATA’s Patrick Hagen Featured: “Congressional Effort to Eliminate Alternative Investments from IRAs Wouldn’t Make Sense”
Article originally published on TheStreet – Although it might have flown under the radar of the average American, a recent version of the Build Back Better bill contained provisions that stood...
DIY Investing? Tips & Resources to Avoid Scams
Self-directed IRA investors have found success with unconventional investments that oftentimes are able to outperform conventional mutual fund returns. With higher-return potential comes a greater risk of not only loss,...
Legislation Watch: 3 Changes That May Impact IRAs
Congressional Democrats have proposed changes to the laws governing individual retirement accounts (IRAs) as part of their $3.5 trillion reconciliation package. The 881 pages of proposed tax legislation cover...
Have You Put Too Much In Your IRA?
The tax laws don’t limit how much your IRA investments can grow each year or how much you can roll over into your IRA from another tax-qualified account, but they...
10 IRA Questions Your Clients May Not Know to Ask
Asking the right questions is a powerful tool for unlocking the value between you and your investors. Unfortunately, not all investors know the exact questions to ask to ensure their...
