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...
‘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....
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...
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...
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...
IRS Form 5498: What You Need to Know
IRS Form 5498 is the form which the IRS requires STRATA (as an IRA custodian) to file each year to report the fair market value (FMV) of the alternative investments...
