Keeping Retirement In Reach
The financial news for millions of baby boomers is not the brightest. Boomers are living longer, but with rising health care costs and low interest rates, the ability to generate enough retirement...
View ArticleReal Estate, Retirement, and Tax Advantages
Saving for retirement is more than just accumulating wealth. You have to understand how to generate regular monthly income and, more importantly, how to minimize the scythe of the taxman. For years,...
View ArticleKickstart Your Retirement: Crowdsourcing As Opportunity
Investors who invest in what they know and what they love tend to have greater success than folks with little interest. In recent years, self-directed IRAs have emerged as a powerful path for...
View ArticlePrecious Metals For Retirement
Investors wanting to move beyond traditional investments in their retirement funds are looking at gold and other precious metals as a way to diversify their portfolios. With a self-directed IRA...
View ArticleThe Self-Directed IRA: Risks and Rewards
As individual investors look to improve the performance of their portfolios, they are increasingly hearing more about self-directed IRAs (SDIRAs). This approach to investing offers the tax benefits of...
View ArticleThe World of Self-Directed IRAs
For years, many Americans have used individual Retirement Accounts (IRAs) as a way to both save for retirement and gain tax advantages with their earnings. Both traditional and Roth IRAs offer...
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Home Storage IRAs – Don’t Be Misled
From time to time, we receive inquiries about buying precious metals with a so-called “home storage IRA” or “self-storage IRA” that uses an IRA-owned LLC entity. Some proponents of this strategy would...
View ArticleRoth IRA Limits
Your Roth IRA is subject to very specific rules established and administered by the Internal Revenue Service. These rules cover many things, including the amount you are eligible to contribute to a...
View ArticleSEP IRA- What Is It?
SEP (Simplified Employee Pension) IRA Working for a large company often brings many benefits, including the ability to participate in some sort of retirement savings or investment plan. However, with...
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6 Rules for Real Estate IRAs
Investing in real estate with a self-directed IRA could be a great way to diversify your portfolio while building wealth on a tax-deferred or tax-free basis. To maximize your opportunity with this type...
View ArticleSelf-Directed IRAs: Nuts & Bolts
If you have ever wondered if you might invest in real estate, precious metals, or even cattle as part of your retirement plan, then a so-called self-directed individual retirement account (IRA) might...
View ArticleInvesting in Real Estate Using a Self-Directed IRA
Purchasing real estate using SDIRA is growing in popularity, despite it being the lesser known of the IRA options. In order to open one, an owner must hire a trustee to be responsible for holding the...
View Article4 Things You Should Know About an IRA
An Individual Retirement Account (IRA) is a tax-deferred retirement savings that you make annual contributions to. This money is later placed into long-term investments, such as stocks and bonds....
View ArticleMaking Your IRA Contribution
IRAs continue to be one of the powerful ways to accumulate funds for a financially secure retirement. Even though the calendar year has ended most tax deductions for your 2016 taxes, there are still a...
View ArticleWhat To Do When An IRA-Owned Asset Generates Unrelated Business Taxable...
If you own an asset in your individual retirement account (IRA) which generates Unrelated Business Taxable Income (UBTI IRA), including Unrelated Debt-Financed Income (UDFI), your IRA account may be...
View ArticleSelf-Directed IRAs: Options For Retirement
In recent years, self-directed IRAs have emerged as a powerful path for individual investors to diversify their retirement portfolio and build wealth. Investing in assets such as real estate, tax...
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Retirement Strategies for 2018
Retirement Strategies for 2018 Plan ahead for the year with STRATA Now that you’ve put your taxes to rest for 2017, it’s time to reevaluate your 2018 retirement strategies and determine if there are...
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‘Summer from Hell’ for Homebuyers Could Be Opportunity for IRA Investors
We are already well into the summer buying season for homebuyers, and many people are already referring to it as the “summer from hell” for homebuyers. Mortgage rates are up. New construction of homes...
View ArticleAvoiding Prohibited Transactions in a Self Directed IRA
Avoiding Prohibited Transactions in a Self-Directed IRA A prohibited transaction in an IRA is any improper use of an IRA account or annuity by the IRA owner, his or her beneficiary or any disqualified...
View ArticleThree Ways to Fund your IRA: Direct Transfer, Rollover or IRA Contribution
If you’re interested in opening and funding a self directed IRA, knowing the ways in which you can fund your IRA is important. The three common methods of funding a self-directed IRA with STRATA Trust...
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