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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.   Thankfully, 2020 has come and gone, but it’s not too late to...

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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.   Follow the easy steps when making your IRA contribution for the tax...

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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.   If so, your IRA might owe UBTI or UDFI tax.  Certain types...

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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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Tax Form Focus: IRS Form 1099-R

As a self-directed IRA owner, you should monitor the tax forms related to IRA investing to ensure you’re receiving the tax advantages available to you. Our tax form focus series...

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