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...
Mitigating Taxes With a Qualified Charitable Distribution
We don’t normally think of giving money away as the best way to save money. But those who have reached the age when required minimum distributions (RMDs) must be taken...
IRS COLA Changes for 2024
After last year’s historic cost-of-living adjustments (COLAs), the changes for 2024 are more modest. While inflation remains a concern for many, it has moderated a bit; but still, many of...
2023 RMD Rules and Tips
As we approach the end of 2023, we may be distracted by other events. Kids and grandkids returning to school, preparing the house and yard for winter, thinking ahead to...
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...