See the latest news and emerging topics that impact IRAs and retirement.
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The Dark Side of AI: Protecting Yourself from Investment Fraud
In recent years, artificial intelligence (AI) has permeated nearly every aspect of our lives, promising convenience, efficiency, and innovation. From...
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7 Things You Might Not Know About an IRA
In the spirit of April being Financial Literacy Month, it’s a great time to point out some of the details about your self-directed IRA (SDIRA) that you...
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Will I Owe Tax on My Self-Directed IRA Investments?
Self-directed IRAs (SDIRAs) can offer incredible benefits. With Traditional IRAs, contributions may be deductible, and investment growth is tax deferred...
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How to Report Rollovers on Your Tax Return
Did you move any retirement savings last year to a new account or provider? Whether you moved money from your former employer’s retirement plan to your...
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2023 Self-Directed IRA Deadlines and Contribution Limits
As the 2023 tax-filing deadline quickly approaches, it may be easy to forget to make your annual contribution to your self-directed IRA. But failing to...
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Jump-Start a Roth IRA with a 529 Rollover
Among the many SECURE 2.0 Act provisions, there are some that affect relatively few individuals but that provide considerable benefit to those who qualify....
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When Should You File IRS Form 5329 or 8606?
Tax filing season is fast approaching—but this filing deadline doesn’t have to create undue apprehension. If you follow a few simple reporting rules...
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Calculating Tax on IRA Distributions
Did you take a distribution (or withdrawal) in 2023 from your IRA or other tax-qualified retirement plan? If so, you should have received an IRS Form...
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Tax-Smart IRA Strategies for 2024
The upcoming new year brings with it an opportunity to discuss more than just last year’s investment performance with your financial planning clients....
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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...
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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...
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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...
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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...
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