Investor Insights: STRATA’s 2022 Investor Survey Report
As long as the markets continue to operate in a volatile manner, non-correlated investment options like alternative assets will continue to gain consideration. Prequin’s 2022 Global Alternatives Report states alternatives...
3 Self-Directed IRA Investments Investors Love
Many self-directed IRA investors want exposure to assets outside of traditional stocks, bonds, and cash, which is why investments in alternatives are on the rise and expected to reach $17...
Legislative Impacts on Roth IRA Conversions
Roth conversions have been a hot topic lately. Are they a tool for retirement income planning, or a tax revenue tool for Congress? As it turns out, they're both. Here...
Maximize Self-Directed IRA Tax Benefits for Your Clients
The U.S. tax code is complex to say the least. This complexity results in little-known rules that can trip up an uninformed investor, but also in some hidden exceptions that...
STRATA in the Community: Central Texas Food Bank
Due to inflation and increased housing, utility, transportation, and healthcare costs, food banks are seeing a major increase in food demand. Two-thirds of the families that seek aid through the...
Investing in Futures With Your Self-Directed IRA
The use of alternative asset classes, such as real estate and private equity, have been gaining traction in retirement plans.1 A similar trend has been occurring with the use of...
