Investing in Futures With Your Self-Directed IRA
The use of alternative asset classes, such as real estate and private equity, have been gaining traction in retirement plans.1 A similar trend has been occurring with the use of...
3 Tips For Safe Self-Directed IRA Investing
A self-directed IRA allows you to invest in almost anything from a local business to a new technology breakthrough like life-saving medical devices. These non-traditional investments are associated with the...
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...
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...
Mid-Year IRA Investment Review
The 4th of July holiday marks the “middle of summer” for many people, but it is also the middle of the calendar year. July 2 is the exact half-way date...
Tax Form Focus: IRS Form 5498
If you own an IRA (including an inherited IRA), you should receive an IRS Form 5498 every year that a reportable event took place. IRA custodians use this form to report...
