Retirement Strategies for 2018
Retirement Strategies for 2018 Plan ahead for the year with STRATA Now that you’ve put your taxes to rest for 2017, it’s time to reevaluate your 2018 retirement strategies and...
Crowdfund Investing a Self-Directed IRA
Unless you have been living off the grid for the last several years, chances are that you have heard the term “crowdfunding” floating around in the media. Simply stated, crowdfunding...
The Backdoor Roth: Tax Law Changes Bring New Strategies for Alternative Investment IRAs
On December 22, 2017, President Trump signed into law H.R. 1, known as the Tax Cuts and Jobs Act (the “Act”), which makes widespread changes to the Internal Revenue Code...
IRS Form 5498: What You Need to Know
IRS Form 5498 is the form which the IRS requires STRATA (as an IRA custodian) to file each year to report the fair market value (FMV) of the alternative investments...
The Alternative Asset Self-Directed IRA Advantage: A Closer Look
Alternative asset classes can potentially offer investors significantly above-average returns, low correlation to traditional assets and enhanced portfolio diversification. But advisors face a key decision: how should they encourage clients...
Choosing the right custodian? It’s all about asking the right questions
Every investor knows that markets can be volatile, and are often unpredictable. Whether you manage your investments with a financial advisor, or on your own, keeping your portfolio on track...
