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Is A SIMPLE IRA Plan The Right Fit?

If you own a business and have employees, you probably have little time in your day or your budget to manage and fund a retirement plan. But studies have shown...

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3 Tips For Safe Self-Directed IRA Investing

A self-directed IRA allows you to invest in almost anything from a local business to a new technology breakthrough like life-saving medical devices. These non-traditional investments are associated with the...

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STRATA in the Community: Habitat for Humanity

As one of the largest well-known nonprofit organizations in the world, Habitat for Humanity is dedicated to supplying shelter and mortgage relief to those in need. Across the globe, this...

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Secure Act 2.0 Progress Update: Halfway There

“SECURE ACT 2.0” has been in the news for so long, some people may no longer believe in its potential to become law—legislators were talking “2.0” within months after the...

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May 2022 To-Do List For Self-Directed IRAs

As we get into the month of May, there are some self-directed IRA deadlines and responsibilities to have on your radar. These tasks are essential not only for IRS reporting...

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IS IRA Checkbook Control Risky?

When you’re buying and selling investments for your self-directed IRA and time is of the essence, having checkbook control of your IRA assets can sound appealing—but it does come with...

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