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Four Reasons Why It’s Important to Name an IRA Beneficiary

Who should be the beneficiary of your IRA? The simple answer to this question is the person or entity to whom you wish to leave your IRA assets. However, it’s...

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Three Ways an IRA can Invest in Real Estate

With the popularity of real estate IRAs trending, you may have wondered how it’s possible to use your IRA when investing in real estate. Given the current IRS annual limits...

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Five Misunderstood IRA Rules

Though self-directed IRAs (SDIRAs) are gaining more attention from savvy investors, there is still some confusion surrounding SDIRAs and how they can provide more investment diversification. Custodians, like STRATA, are...

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What you should know about a SEP IRA

A SEP IRA can be a great option for investors that are self-employed or run their own business. Think of it as an IRA on steroids for small business owners....

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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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