
Investor Insights: STRATA’s 2023 Investor Survey Report
In the last year, we’ve seen a more favorable turn in market conditions for alternative investments. This environment is leading investors to take a more optimistic approach while still keeping...

October Top 10 IRA Deadlines
Being three-quarters of the way into 2023, the 2022 tax year may be out of mind for many people – but for self-directed IRA owners, October brings many last-chance deadlines...

Key SDIRA Terms Defined
A self-directed IRA (SDIRA) is a tax-advantaged retirement savings account that provides individuals with more investment options and greater control of their retirement savings than a traditional retirement savings plan....

3 SDIRA Mistakes to Avoid
Using a self-directed IRA (SDIRA) to diversify your investment portfolio can be exciting. While workplace retirement plans typically limit your investment options to mutual funds, ETFs, and bonds, an SDIRA...

Reducing Taxes in Retirement With An IRA
It’s never too early to begin thinking about how to reduce your income tax liability in retirement – especially because some strategies require action in the years leading up to...

Historical Trends of Alternative Investment Markets
Self-Directed Individual Retirement Accounts (SDIRAs) permit diversification into a broader range of investments than conventional IRAs, while providing similar tax benefits. SDIRAs can include alternative assets such as private equity,...