Insights: IRA deadline

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Tax Basics for Self-Directed IRAs

You’ve probably heard that investing in something called a “self-directed IRA” can save you money on taxes and open the door to a wider range of asset classes in your...

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There’s Still Time to Make a SEP IRA Plan Contribution for 2018

As a business owner, would you like to save more for retirement? As an investor, would you like to build your self-directed IRA account balance faster? If you have business...

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Fair Market Value: What You Need To Know

Federal law requires STRATA to report the fair market value ("FMV") of each retirement account we administer to the Internal Revenue Service each year. To properly complete these functions, IRA...

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IRA Transfers – An Easy Way to Move Assets

IRA investors have an easy method available to them for moving assets among their IRAs: an IRA-to-IRA transfer. Some may use this tool to consolidate their accounts, build balances to...

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Fair Market Value – Why Accuracy Is Important

When an IRA owner withdraws cash from a Traditional IRA, they are typically taxed on the amount distributed. If a self-directed IRA owner takes an in-kind distribution of an alternative...

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When an IRA Incurs UBTI or UDFI

Investing in a self-directed IRA has many advantages, including the valuable combination of two key benefits: Tax deferral on investment earnings Broad array of alternative investment options Alternative investments such...

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