What Tax Forms Do I Need To File For My SDIRA?
Self-directed IRAs (SDIRAs) offer valuable tax advantages for your retirement savings. To tap into these benefits and avoid unintended tax consequences, you may need to file certain IRS forms with...
Which Retirement Plan Is Right For Your Business?
As a business owner, you can sponsor a retirement plan that can help you and your employees save for the future — without having to deal with the administrative and...
SDIRA Tax Tip: Don’t Overlook Your 1099-R and FMV
After the end of each calendar year, your IRA custodian must provide certain information about your IRA to you and to the IRS. Two of these communications are due by...
Clever SDIRA Tax Strategies Start With Your RMD Notice
The laws for tax-qualified retirement savings require that IRA owners begin taking at least a minimum amount from their IRAs each year at age 72. If you will be age...
STRATA’s Patrick Hagen Featured: “Congressional Effort to Eliminate Alternative Investments from IRAs Wouldn’t Make Sense”
Article originally published on TheStreet – Although it might have flown under the radar of the average American, a recent version of the Build Back Better bill contained provisions that stood...
Your 2022 IRA Calendar
Stay on track with your retirement saving and investment goals by staying informed and setting one beneficial goal for your self-directed IRA each month. Some months you must take steps...
