See the latest news and emerging topics that impact IRAs and retirement.
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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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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...
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Utilizing Retirement Savings and Tax Strategies for College Expenses
A four-year college degree may not be right for everyone, but studies show that it can pay off. In 2021, women aged 25-34 with at least a bachelor’s...
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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....
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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...
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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...
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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...
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Equal Opportunity for All Investors Act of 2023
The Equal Opportunity for All Investors Act of 2023 was proposed to expand the individuals eligible to invest in start-up companies and other private...
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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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Investing Your SDIRA in Real Estate
Investors have long pursued real estate investments for accumulating and growing wealth. This investment option is often used to diversify a portfolio from...
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Don’t Leave Your 401(K) Behind
Have you changed jobs or retired and left money behind in your former employer’s 401(k) plan? You worked hard to set aside that money for your future, so...
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Financial Professionals: Looking for Capital?
What do Uber, Airbnb, Slack, SpaceX, and DoorDash all have in common? All of these companies were venture capital (VC)-backed organizations from the U.S....
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2023 SDIRA Fraud Alerts
Investors value the self-directed IRA (SDIRA) for the freedom to invest in almost any type of investment while deferring taxes on contributions and...
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The Basics of UBTI/UDFI
Not having to pay taxes on investment growth is one of the hallmark benefits of using an IRA to save for retirement vs. using a taxable account. As with...
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Contribution Limits and Deadlines for Your 2022 Self-Directed IRA
Don’t let a (tax) savings opportunity pass you by – there is still time to add cash to your self-directed IRA and take advantage of the related tax...
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Fair Market Valuations and Alternative Investments
Is your self-directed IRA invested in an asset other than publicly-traded stocks, mutual funds, ETFs, bonds, or precious metals? Perhaps you’ve invested...
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5 Ways the SECURE Act 2.0 Can Boost Your Retirement Savings (Forbes.com)
On December 29, 2022, the SECURE Act 2.0 of 2022 was signed into law to enhance America’s retirement savings outlook. Discover 5 ways the SECURE Act 2.0 can boost your retirement savings.
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Your 2023 IRA Calendar
Looking for a New Year’s resolution that will benefit your retirement portfolio? STRATA’s 2023 IRA Calendar can help you commit to achieving one goal...
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Calculating Tax on IRA Withdrawals
Did you withdraw money or property from your IRA in 2022? Chances are it will be taxable, but it might not be. The taxation of an IRA withdrawal depends on...
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IRS COLA Changes for 2023
Inflation is typically hard on retirement savers. As inflation cumulates year over year, an account balance will be losing purchasing power even if it’s...
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3 Alternative Investments to Hedge Against Inflation (Forbes.com)
With record-setting inflation rates and a volatile stock market, you may be looking for alternative ways to preserve and grow your retirement savings. Within any portfolio, hedging against inflation involves a few straightforward principles.
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How To Invest Your Self-Directed IRA In Socially Responsible Ways (Forbes.com)
What if you could invest your money in ways that also help achieve positive environmental and social impacts? Now you can — with an investing strategy known as socially responsible investing, or SRI. Also known as environmental, social and governance (or ESG) investing, this strategy allows you to invest your money in ways that align with your beliefs and values while supporting causes that you believe in.
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Why Private Debt Has Become A Popular Alternative Asset For SDIRA Investors (Forbes.com)
Private Debt is now the third largest alternative asset class behind private equity and direct real estate with nearly $1 trillion in total assets.
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