Don’t Lose Your IRA Inheritance to Taxes or Penalties
Have you recently inherited an IRA from a loved one, or do you think you will someday? If so, it’s important to understand your options for taking payments from that...
There’s Still Time to Make a SEP IRA Plan Contribution for 2018
As a business owner, would you like to save more for retirement? As an investor, would you like to build your self-directed IRA account balance faster? If you have business...
Fair Market Value: What You Need To Know
Federal law requires STRATA to report the fair market value ("FMV") of each retirement account we administer to the Internal Revenue Service each year. To properly complete these functions, IRA...
IRA Transfers – An Easy Way to Move Assets
IRA investors have an easy method available to them for moving assets among their IRAs: an IRA-to-IRA transfer. Some may use this tool to consolidate their accounts, build balances to...
Fair Market Value – Why Accuracy Is Important
When an IRA owner withdraws cash from a Traditional IRA, they are typically taxed on the amount distributed. If a self-directed IRA owner takes an in-kind distribution of an alternative...
Smart Retirement Portfolio Moves to Make Now
Alternative investments—such as private equity, real estate or private debt—are continuing to gain popularity for investors seeking to diversify their retirement plan assets. Institutional investors have already allocated as much...
