UBTI and UDFI Tax Considerations for IRA Owners
Revised on April 10, 2020 due to new guidance from IRS Notice 2020-23: Additional Relief for Taxpayers Affected by Ongoing Coronavirus Disease 2019 Pandemic, which, in part, extends the Form...
CARES Act Waives RMDs in 2020
Just as we were all getting used to the SECURE Act rule changes, the rules changed again. After a few quiet years on the legislative front, two major bills affecting...
STRATA’s Patrick Hagen Featured: “How to Leverage 0% Interest Rates in a Self-Directed IRA”
Article originally published in U.S. News & World Report by contributor Rebecca Lake. A changing economic environment that brings 0% interest rates can open up new possibilities for investors. One of...
Have Business Income? Start a SEP Plan for Tax and Retirement Savings Benefits
If you earn income from being self-employed, you are eligible to start a Simplified Employee Pension (SEP) plan. A SEP plan is a business-sponsored retirement plan that allows you to...
STRATA’s Kelli click Featured: “3 Rules for Buy and Hold Real Estate Investing”
Article originally published in U.S. News & World Report by contributor Rebecca Lake – “Buy and hold" is a popular investing strategy that can also be applied to real estate. Purchasing a rental...
Should You Invest Self-Directed IRA Assets in a Crowdfunding Platform?
Diversification is one of the biggest keys to investing success for self-directed IRA owners. By spreading your IRA assets out among a wide range of different asset types, you can...
