Why Would IRA Investment Income Be Taxed?
One of the benefits of saving for retirement in a self-directed IRA is the deferral of tax on investment growth until distributed from the IRA. Some investment options, like a...
What Tax Forms Do I Need To File For My SDIRA?
Self-directed IRAs (SDIRAs) offer valuable tax advantages for your retirement savings. To tap into these benefits and avoid unintended tax consequences, you may need to file certain IRS forms with...
Which Retirement Plan Is Right For Your Business?
As a business owner, you can sponsor a retirement plan that can help you and your employees save for the future — without having to deal with the administrative and...
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...
Benefits of Pre-Tax Retirement Savings
As another year comes to a close, you may be wondering if your tax return will come with an income tax liability or a refund. You might still have time...
DIY Investing? Tips & Resources to Avoid Scams
Self-directed IRA investors have found success with unconventional investments that oftentimes are able to outperform conventional mutual fund returns. With higher-return potential comes a greater risk of not only loss,...
