Finding the Best Self-Directed IRA for You
Hedging inflation and minimizing risk will always be critical parts of your retirement planning journey. If you are like many other investors seeking alternative solutions to traditional cookie-cutter plans, adding...
Investor Insights: STRATA’s 2022 Investor Survey Report
As long as the markets continue to operate in a volatile manner, non-correlated investment options like alternative assets will continue to gain consideration. Prequin’s 2022 Global Alternatives Report states alternatives...
3 Self-Directed IRA Investments Investors Love
Many self-directed IRA investors want exposure to assets outside of traditional stocks, bonds, and cash, which is why investments in alternatives are on the rise and expected to reach $17...
Legislative Impacts on Roth IRA Conversions
Roth conversions have been a hot topic lately. Are they a tool for retirement income planning, or a tax revenue tool for Congress? As it turns out, they're both. Here...
Maximize Self-Directed IRA Tax Benefits for Your Clients
The U.S. tax code is complex to say the least. This complexity results in little-known rules that can trip up an uninformed investor, but also in some hidden exceptions that...
STRATA in the Community: Central Texas Food Bank
Due to inflation and increased housing, utility, transportation, and healthcare costs, food banks are seeing a major increase in food demand. Two-thirds of the families that seek aid through the...
