Insights: Alternative Investments

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Definition of value in the dictionary

Fair Market Value: Appraising Alternative Assets in a Self-Directed IRA

Note: FMV reporting to STRATA has been extended to July 31, 2020. Fair market value: What is it? IRA custodians, like STRATA Trust Company, are required by federal law to...

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Crowdfunding investing in a Self-Directed IRA

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...

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Plan Asset Rules

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,...

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ten tips for ira rollovers

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....

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