SDIRA Tax Tip: Don’t Overlook Your 1099-R and FMV
After the end of each calendar year, your IRA custodian must provide certain information about your IRA to you and to the IRS. Two of these communications are due by...
Clever SDIRA Tax Strategies Start With Your RMD Notice
The laws for tax-qualified retirement savings require that IRA owners begin taking at least a minimum amount from their IRAs each year at age 72. If you will be age...
STRATA’s Patrick Hagen Featured: “Congressional Effort to Eliminate Alternative Investments from IRAs Wouldn’t Make Sense”
Article originally published on TheStreet – Although it might have flown under the radar of the average American, a recent version of the Build Back Better bill contained provisions that stood...
Your 2022 IRA Calendar
Stay on track with your retirement saving and investment goals by staying informed and setting one beneficial goal for your self-directed IRA each month. Some months you must take steps...
STRATA in the Community: CASA of McLennan County and the Salvation Army
We are all truly #BetterTogether. Volunteering our time and resources to causes we are passionate about is how we leave a lasting impact on our communities. STRATA Trust Company was...
Raising Capital For New Investment Opportunities?
As an investment sponsor raising capital for startups, venture capital groups, and other private equity or debt investments, you rely on finding qualified investors. Many IRA owners have funds that...
