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...
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...
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...
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...
When an IRA Incurs UBTI or UDFI
Investing in a self-directed IRA has many advantages, including the valuable combination of two key benefits: 1. Tax deferral on investment earnings 2. Broad array of alternative investment options Alternative...
Top 10 Tips For Making An IRA Contribution
Calendar year 2018 may be over, but it’s not too late to fund your IRA for 2018. You have up until your tax return due date (generally April 15) to...
