The Basics of UBTI/UDFI
Not having to pay taxes on investment growth is one of the hallmark benefits of using an IRA to save for retirement vs. using a taxable account. As with most...
Contribution Limits and Deadlines for Your 2022 Self-Directed IRA
Don’t let a (tax) savings opportunity pass you by – there is still time to add cash to your self-directed IRA and take advantage of the related tax breaks for...
Secure Act 2.0 Passage: Impact on IRAs
Three years after passing the SECURE Act of 2019, Congress passed the SECURE Act 2.0 to further advance the bipartisan policy initiative of increasing Americans’ retirement savings. Signed into law...
Your 2023 IRA Calendar
Looking for a New Year’s resolution that will benefit your retirement portfolio? STRATA’s 2023 IRA Calendar can help you commit to achieving one goal or task for your self-directed IRA...
What to Know About Inherited IRAs
IRAs are an important estate planning tool for passing wealth directly to loved ones outside of probate – and even tax-free with a Roth IRA. But it’s important to understand...
4 RMD Strategies to Help Mitigate Losses and Taxes
The IRS requires all IRA holders aged 72 or older to withdraw a certain amount of money each year from their IRAs (not including Roth IRAs). Referred to as a...
