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...
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...
Finding the Best Self-Directed IRA for You
Hedging inflation and minimizing risk will always be critical parts of your retirement planning journey. If you are like many other investors seeking alternative solutions to traditional cookie-cutter plans, adding...
Investor Insights: STRATA’s 2022 Investor Survey Report
As long as the markets continue to operate in a volatile manner, non-correlated investment options like alternative assets will continue to gain consideration. Prequin’s 2022 Global Alternatives Report states alternatives...
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...
IS IRA Checkbook Control Risky?
When you’re buying and selling investments for your self-directed IRA and time is of the essence, having checkbook control of your IRA assets can sound appealing—but it does come with...
