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Tax Form Focus: IRS Form 8606

As a self-directed IRA owner, you’ll want to monitor the tax forms related to your IRA investments to ensure you’re receiving the tax advantages available to you. Even if you...

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STRATA’s Patrick Hagen Featured: “Why Self-Directed Individual Retirement Accounts Make So Much Sense”

Article originally published on TheStreet - Last year was marked by historic volatility as the market plummeted in March before eventually righting itself and finishing the year strong. But even...

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Maximizing Your 2020 and 2021 IRA Contributions

*IRS update March 29, 2021: 2020 tax returns and IRA contribution deadlines extended to May 17, 2021 (June 15, 2021, for residents of Texas, Oklahoma, and Louisiana).   Thankfully, 2020...

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How To Make Your 2020-2021 IRA Contribution To Your STRATA Account

*IRS update March 29, 2021: 2020 tax returns and IRA contribution deadlines extended to May 17, 2021 (June 15, 2021, for residents of Texas, Oklahoma, and Louisiana).  Follow the easy...

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Do Your IRA Investments Earn Business Income?

*IRS update March 29, 2021: 2020 tax returns and IRA contribution deadlines extended to May 17, 2021 (June 15, 2021, for residents of Texas, Oklahoma, and Louisiana).   If so,...

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Self-Directed IRA Trends and Outlook

Investors are catching their collective breath after an incredibly challenging and unprecedented year. We witnessed the onset of a global pandemic that claimed hundreds of thousands of lives, social unrest...

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