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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...

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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...

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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...

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Common Mistakes to Avoid in Self-Directed IRAs

Many financial professionals agree that alternative investments can potentially generate additional risk management and returns for investors, given their often-low correlation to traditional indices. Certain alternatives can also add a...

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What you need to know about self-directed IRAs and alternative investments

Over the past few decades, the introduction of newer investment strategies has given a continuously growing number of investors access to both conventional stocks and bonds and non-traditional alternative investments....

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IRS Clarifies Conversions and Qualified Rollovers Made to Roth IRAs in 2017 May Be Recharacterized in 2018

Overview The Tax Cuts and Jobs Act of 2017 has clearly indicated that amounts converted from Traditional, SEP and SIMPLE IRAs to Roth IRAs, after 2017 are no longer eligible...

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