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SELF-DIRECTED IRA INVESTING – WHAT NOT TO DO - Prohibited Transactions

Self-Directed IRA Investing – What NOT To do

A self-directed IRA can open a world of investment possibilities, to go with the tax-related benefits of investing through an IRA. You can invest in private companies, gold, commercial property,...

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Definition of value in the dictionary

Fair Market Value: Appraising Alternative Assets in a Self-Directed IRA

Note: FMV reporting to STRATA has been extended to July 31, 2020. Fair market value: What is it? IRA custodians, like STRATA Trust Company, are required by federal law to...

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Form 5498

IRS Form 5498: What It Is and What The IRS Extension Means For Your IRA

IRA custodians must track all IRA contributions made throughout the year and generate IRS Form 5498, IRA Contribution Information, for each IRA to report contribution activity and the fair market...

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Due Diligence

What is Due Diligence When It Comes to Private Placement Investing?

Guest contributor: Bruce Roberts, Chief Executive Officer of Carofin* Before making an alternative investment, Investors should analyze and verify information provided to them by the Issuer. Typically, an Investor will be presented...

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Coronavirus-related distributions - do you qualify

Coronavirus-Related Retirement Account Distributions: Do You Qualify?

Revised June 23, 2020, to reflect new guidance released by the IRS. The newly enacted Coronavirus Aid, Relief, and Economic Security (CARES) Act is designed to assist Americans affected by...

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UBTI and UDFI Tax Considerations for IRA Owners

Revised on April 10, 2020 due to new guidance from IRS Notice 2020-23: Additional Relief for Taxpayers Affected by Ongoing Coronavirus Disease 2019 Pandemic, which, in part, extends the Form...

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