Insights: Self-Directed IRA

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How Does Fair Market Value Apply To My Self-Directed IRA?

A self-directed IRA allows you the freedom to invest your IRA assets in much more than mutual funds, bonds, and ETFs, which are subject to fluctuations in the stock market....

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STRATA’s Kelli Click Featured: “Can Alternative Investments Soften the Blow of Volatile Markets?”

Article originally published on TheStreet - It’s understandable if investors in 2020 are feeling a little bit dizzy. The year started off with stock market indices hitting new record highs in...

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IS AGE 70½ STILL IMPORTANT FOR IRAS?

Beginning January 1, 2020, the SECURE Act changed several rules for IRAs and qualified retirement plans to help individuals save more for retirement. Two of those changes for IRAs not...

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Raising Capital During the Pandemic? What Entrepreneurs Need to Know

Raising Capital During the Pandemic? What Entrepreneurs Need to Know

The economic fallout from COVID-19 has been staggering — particularly for businesses across industries that have been forced to shutter or drastically reduce operations. But what about those businesses that...

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Putting Retirement Savings to Work

Putting Your Retirement Savings to Work in a Self-Directed IRA

Saving for retirement is a top financial planning goal for most Americans, and savings habits support this sentiment. In fact, the 2020 Retirement Confidence Survey from The Employee Benefit Research...

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More time to make 2019 ira contributions

More Time to Make 2019 IRA Contributions

In a typical year, the deadline to file your federal tax return for the prior year is April 15 (unless you have a filing extension until October 15). So far,...

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