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Leveraging Idle Cash in an SDIRA

Excess or idle cash can accumulate in a self-directed IRA (SDIRA), such as when you monetize an investment and are waiting to make another. While having liquidity in an SDIRA...

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Legislative Changes Impacting Missed RMDs

If you fail to take a required minimum distribution (RMD) from your self-directed IRA, you’ll owe an excess accumulation tax to the IRS. This includes IRA owners age 70½, 72,...

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STRATA in the Community: Unbound Now Waco 5K

Unbound Now Waco hosted its 11th annual Unbound Now Light Up the Dark 5K on April 1, 2023. Presented by Chick-fil-A - Baylor University, this event raises funds and awareness...

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Is A Roth Conversion Right For You?

The contributions you make to IRAs and workplace retirement plans generally reduce your taxable income for the year of contribution and stay tax-deferred until you withdraw them. While you’re enjoying...

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The Basics of UBTI/UDFI

Not having to pay taxes on investment growth is one of the hallmark benefits of using an IRA to save for retirement vs. using a taxable account. As with most...

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Contribution Limits and Deadlines for Your 2022 Self-Directed IRA

Don’t let a (tax) savings opportunity pass you by – there is still time to add cash to your self-directed IRA and take advantage of the related tax breaks for...

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