Insights: IRA rules

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Moving Assets Into a Roth IRA Through a Conversion

One way to build your self-directed Roth IRA balance quickly is to convert other IRA assets to your Roth IRA. You can move traditional IRA, SEP IRA, and SIMPLE IRA...

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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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Don’t Lose Your IRA Inheritance to Taxes or Penalties

Have you recently inherited an IRA from a loved one, or do you think you will someday? If so, it’s important to understand your options for taking payments from that...

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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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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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