Most Common SDIRA Tax Triggers
You’ve put money and time into your self-directed IRA. To ensure that you receive the maximum tax benefits you’ve earned, you must file the appropriate forms with the IRS each...
Fair Market Valuations and Alternative Investments
Is your self-directed IRA invested in an asset other than publicly-traded stocks, mutual funds, ETFs, bonds, or precious metals? Perhaps you’ve invested your IRA in a tangible asset like real...
2023 SDIRA Tax Reporting: Form 1099-R
Self-directed IRAs (SDIRAs) come with tax benefits – it’s up to the investor to understand the tax reporting requirements to claim those benefits. During tax season, one of the most...
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...
How to Avoid the Early Distribution Tax
Self-directed IRAs are intended to be used as a savings and investment vehicle for retirement, but many of us have good reason to tap into that resource before we retire....