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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...

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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...

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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...

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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...

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