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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...

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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...

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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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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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May 2022 To-Do List For Self-Directed IRAs

As we get into the month of May, there are some self-directed IRA deadlines and responsibilities to have on your radar. These tasks are essential not only for IRS reporting...

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