Most Common SDIRA Tax Triggers
You’ve put money and time into your self-directed IRA. To ensure that you receive the maximum tax benefits you’ve earned, you must file the appropriate forms with the IRS each...
2023 SDIRA Tax Reporting: Form 1099-R
Self-directed IRAs (SDIRAs) come with tax benefits – it’s up to the investor to understand the tax reporting requirements to claim those benefits. During tax season, one of the most...
Your 2023 IRA Calendar
Looking for a New Year’s resolution that will benefit your retirement portfolio? STRATA’s 2023 IRA Calendar can help you commit to achieving one goal or task for your self-directed IRA...
Calculating Tax on IRA Withdrawals
Did you withdraw money or property from your IRA in 2022? Chances are it will be taxable, but it might not be. The taxation of an IRA withdrawal depends on...
Avoiding Taxable Transactions: IRA Rollovers
IRAs are tax-smart investments offering tax-deferred and tax-free investment earnings, among other benefits. The tax laws provide these benefits and allow IRA owners great flexibility in selecting investments and moving...
SEP IRA Contribution Deadlines for 2022
If you have a SEP IRA, there are upcoming deadlines to be aware of. October 17, 2022, is the deadline to establish a Simplified Employee Pension (SEP) retirement plan and...
