When an IRA Incurs UBTI or UDFI
Investing in a self-directed IRA has many advantages, including the valuable combination of two key benefits: 1. Tax deferral on investment earnings 2. Broad array of alternative investment options Alternative...
Top 10 Tips For Making An IRA Contribution
Calendar year 2018 may be over, but it’s not too late to fund your IRA for 2018. You have up until your tax return due date (generally April 15) to...
STRATA Teams Up With TD Ameritrade to Offer Online Trading
While STRATA’s edge has always been our ability to custody unconventional and alternative assets, sometimes investors and advisors ask about setting up an online brokerage account within a STRATA IRA....
Why Did I Receive A Form 1099-R?
If you took money or property out of your employer’s retirement plan or your IRA in 2018, you will receive an IRS Form 1099-R, Distributions From Pensions, Annuities, Retirement or...
You Will Love Our New Look!
New year, new statement! We've refreshed our quarterly statements to bring you additional information and clarity. Listed herein are the new sections or enhancements to current sections that provide additional...
5 Reasons to Roll Over Your 401(k) When You Change Jobs
Thinking about rolling over an old 401(k) or other workplace retirement savings plan that’s collecting dust? When leaving a job, leaving behind a 401(k) is easy to do. After all,...
