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Tax-Smart Tips for Moving IRA ASSETS

One of the primary benefits of saving for retirement in an IRA is that you have control over your account and your investments. You can move your IRA assets from...

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Tax Form Focus: IRS Form 5329

As a self-directed IRA owner, you should monitor the tax forms related to IRA investing to ensure you’re receiving the tax advantages available to you and paying tax when necessary....

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Tax Form Focus: IRS Form 8606

As a self-directed IRA owner, you’ll want to monitor the tax forms related to your IRA investments to ensure you’re receiving the tax advantages available to you. Even if you...

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STRATA’s Patrick Hagen Featured: “Why Self-Directed Individual Retirement Accounts Make So Much Sense”

Article originally published on TheStreet - Last year was marked by historic volatility as the market plummeted in March before eventually righting itself and finishing the year strong. But even...

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Maximizing Your 2020 and 2021 IRA Contributions

*IRS update March 29, 2021: 2020 tax returns and IRA contribution deadlines extended to May 17, 2021 (June 15, 2021, for residents of Texas, Oklahoma, and Louisiana).   Thankfully, 2020...

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How To Make Your 2020-2021 IRA Contribution To Your STRATA Account

*IRS update March 29, 2021: 2020 tax returns and IRA contribution deadlines extended to May 17, 2021 (June 15, 2021, for residents of Texas, Oklahoma, and Louisiana).  Follow the easy...

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