Insights: Self-Directed IRA

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What Tax-Free Growth Looks Like

Whether you’re saving for retirement or another financial goal, it’s important to consider how the tax benefits available with different types of accounts will help you reach your financial objectives....

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STRATA’s Patrick Hagen Featured: “Why Self-Directed Individual Retirement Accounts Make So Much Sense”

Article originally published on TheStreet - Last year was marked by historic volatility as the market plummeted in March before eventually righting itself and finishing the year strong. But even...

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Maximizing Your 2020 and 2021 IRA Contributions

*IRS update March 29, 2021: 2020 tax returns and IRA contribution deadlines extended to May 17, 2021.   Thankfully, 2020 has come and gone, but it’s not too late to...

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Do Your IRA Investments Earn Business Income?

*IRS update March 29, 2021: 2020 tax returns and IRA contribution deadlines extended to May 17, 2021.   If so, your IRA might owe UBTI or UDFI tax.  Certain types...

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Self-Directed IRA Trends and Outlook

Investors are catching their collective breath after an incredibly challenging and unprecedented year. We witnessed the onset of a global pandemic that claimed hundreds of thousands of lives, social unrest...

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Is An RMD Due For 2021?

The changes to the required minimum distribution (RMD) rules made by the SECURE Act of 2019 actually took effect in 2020, but all RMDs were waived for 2020 in response...

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