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Investment Vehicles: Self-Directed IRAs vs. Taxable Accounts

Whether you have some money to invest now or you simply understand that you need to invest more in the future, being unsure of what vehicle to use for the...

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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...

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IRA Strategies for Small Business Owners

Whether you operate your business solo or have employees, setting up an IRA-based retirement plan is a smart strategy for your future and your business. You can build a nest...

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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....

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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...

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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...

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