Posts by Madeline.Johnson
Self-Directed Roth IRA Conversions: Smart Strategies to Avoid Costly Tax Mistakes
Self-directed individual retirement arrangements (IRAs) have become an increasingly popular choice for investors seeking greater control and diversification in their retirement portfolios. Traditional self-directed IRAs allow individuals to invest in…
Read MoreRITA to Host Retirement Industry Conference, “Leading the Way for SDIRAs,” April 20-21, 2026 in Washington DC
The Retirement Industry Trust Association (RITA) will host its spring conference for self-directed retirement professionals from April 20-21, 2026 in Washington DC. The theme will be “Leading the Way for…
Read MoreIs Investing through a Self-Directed IRA Safe?
While every investment carries some degree of risk, alternative assets held in self-directed IRAs have some risks that differ from standard IRAs offered by registered broker-dealers and investment advisors (i.e.…
Read MoreInsights from the 2025 STRATA SDIRA Investor Survey
Understanding how investors are using self-directed IRAs to access alternative investments STRATA Trust Company conducted its fourth Self-Directed IRA Investor Survey in July 2025. The survey was distributed to self-directed…
Read MoreRITA to Host Retirement Industry Conference, “Unlocking Potential with SDIRAs,” November 13-14, 2025 in Irvine, CA
The Retirement Industry Trust Association (RITA) will host its Fall Conference for self-directed retirement professionals from November 13-14, 2025 in Irvine, CA. The theme will be “Unlocking Potential with Self-Directed…
Read MoreHigh Net Worth IRA Strategies: Alternative Assets
The world’s wealthiest investors have long recognized that diversifying into alternative assets—that’s any investment that falls outside of traditional asset classes—may reduce overall portfolio volatility and enhance potential return. That’s…
Read MoreRetirement Industry Trust Association to Host Virtual IRA Advanced Institute, September 15-19, 2025
The Retirement Industry Trust Association (RITA) will host its virtual IRA Advanced Institute for retirement and other wealth management professionals next month. The course takes place virtually over Zoom and…
Read MoreFutures Trading Inside an IRA: How it Works
When planning for retirement, many investors stick to familiar ground—stocks, bonds, and mutual funds. But for those looking to broaden their investment strategy and tap into new growth opportunities, futures…
Read MoreMake Sure Your Money Goes Where You Intend: Why Updating Beneficiary Information Matters
When it comes to retirement planning, much of the focus is rightly placed on contributions, investments, and tax strategies. But there’s one simple step that’s often overlooked—and it can make…
Read MoreUsing IRA Funds to Purchase Real Estate
Real estate is a popular retirement investment among self-directed IRA investors. While purchasing real estate within an IRA has been around for many years, finding an IRA provider who is…
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