
What Tax Forms Do I Need To File For My SDIRA?
Self-directed IRAs (SDIRAs) offer valuable tax advantages for your retirement savings. To tap into these benefits and avoid unintended tax consequences, you may need to file certain IRS forms with...

STRATA’s Patrick Hagen Featured: “Congressional Effort to Eliminate Alternative Investments from IRAs Wouldn’t Make Sense”
Article originally published on TheStreet – Although it might have flown under the radar of the average American, a recent version of the Build Back Better bill contained provisions that stood...

How to Avoid Self-Directed IRA Prohibited Transactions
With a self-directed IRA (SDIRA), you have the benefit of tax-deferred investment growth (tax-free with a Roth IRA) and the freedom to invest in almost anything. Investors look to self-directed...

2021 COLA Announcement: Impact on IRAs
SOME IRA LIMITS CHANGE for 2021 Each year, the amount you are permitted to contribute to an IRA or to deduct on your tax return for your contributions can change...

Diversifying Your Retirement Portfolio: What Investors Need to Know About Investing in Crowdfunding
The current environment has highlighted the importance of having a portfolio that is diversified enough to withstand market turbulence. As investors seek shelter from the storm that COVID-19 has brewed...

CFTC Warns Investors To Use Caution When Buying Precious Metals
As economic uncertainty continues to drive market headlines, many investors are turning to precious metals to diversify their retirement portfolios. In August 2020, gold reached unprecedented heights, surpassing $2,000 an...