Insights: alternative investments

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Inherited an IRA? Understand Your Options

Because IRA owners receive tax benefits for saving in an IRA while they’re alive, the IRA tax laws require that IRA savings must be distributed after the IRA owner’s death....

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Will my IRA affect my social security benefits?

While most retirees depend on their Social Security benefits for retirement income, Social Security was never intended to be a worker’s sole source of income during the retirement years. Social...

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STRATA Trust Company Reaches $2 Billion AUC Milestone

Asset growth ushers firm into the top tier as a premier national custodian for alternative assets and non-exchange traded investments in self-directed IRAs STRATA Trust Company (“STRATA”), a custodian dedicated...

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A Roth IRA Strategy to Help Pay College Expenses

College is expensive, and it’s not just about the tuition and school fees. Textbooks are costly, even the digital versions. Unless the student lives at home, there are boarding, food...

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Private Equity Investing Made Easy

Diversifying Your Portfolio Made Easy: Private Equity Investing

Self-directed IRAs offer access to a wide range of investment options including private equity. Whether it’s a commercial real estate investment, seed capital for a start-up, a capital raise for...

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IRA Rollover Opportunities for Financial Advisors

While the 401(k) plan may play a lead role in retirement savings collection, IRAs top the market for job seekers and retirees by providing more options for investment, consolidation, and...

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