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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...

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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...

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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...

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Calculating Tax on IRA Withdrawals

Did you withdraw money or property from your IRA in 2022? Chances are it will be taxable, but it might not be. The taxation of an IRA withdrawal depends on...

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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...

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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...

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