Understanding the Impact of Beneficiary Designations and IRA Rules
Beneficiary designations are a crucial step when it comes to smart estate planning. Naming a primary beneficiary on your IRA is often considered the most important designation, as this party...
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...
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...
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...
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....
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...
