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Putting Retirement Savings to Work

Putting Your Retirement Savings to Work in a Self-Directed IRA

Saving for retirement is a top financial planning goal for most Americans, and savings habits support this sentiment. In fact, the 2020 Retirement Confidence Survey from The Employee Benefit Research...

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The CARES Act

The CARES Act: Top 8 Changes It Brings To IRAs

On March 27, President Trump signed the Coronavirus Aid, Relief and Economic Security (CARES) Act into law. The $2.2 trillion aid represents an unprecedented initiative to support the U.S. economy during...

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Definition of value in the dictionary

Fair Market Value: Appraising Alternative Assets in a Self-Directed IRA

Note: FMV reporting to STRATA has been extended to July 31, 2020. Fair market value: What is it? IRA custodians, like STRATA Trust Company, are required by federal law to...

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Form 5498

IRS Form 5498: What It Is and What The IRS Extension Means For Your IRA

IRA custodians must track all IRA contributions made throughout the year and generate IRS Form 5498, IRA Contribution Information, for each IRA to report contribution activity and the fair market...

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Have You Turned in Valuations for Your Alternative Investments?

Alternative investments are sought after by self-directed IRA investors for many reasons, including the opportunity to invest in tangible assets and assets whose values are not tied to the stock...

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