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Your 2024 IRA Calendar

A self-directed IRA (SDIRA) has the potential to greatly benefit your retirement goals – but being proactive is key to easy management.  With the new year approaching, there’s no time...

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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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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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