We are continuing to actively monitor the developing COVID-19 (Coronavirus) situation. We want to assure our clients that we are taking preventative measures to ensure that there are no disruptions in service. To that end, we are prepared to leverage remote technology, alternate work locations for employees and detailed continuity plans to continue to support critical operations.

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Three Ways to Fund your IRA: Direct Transfer, Rollover or IRA Contribution

If you’re interested in opening and funding a self-directed IRA, knowing the ways in which you can fund your IRA is important. The three common methods of funding a self-directed...

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Avoiding Prohibited Transactions in a Self Directed IRA

Avoiding Prohibited Transactions in a Self-Directed IRA A prohibited transaction in an IRA is any improper use of an IRA account or annuity by the IRA owner, his or her beneficiary or any disqualified person. It is critical...

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‘Summer from Hell’ for Homebuyers Could Be Opportunity for IRA Investors

We are already well into the summer buying season for homebuyers, and many people are already referring to it as the “summer from hell” for homebuyers. Mortgage rates are up....

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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...

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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...

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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...

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