Investor News

roth IRA conversion

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 a wide range of alternative ...
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self-directed IRA investing

Is 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. Vanguard, Merrill Lynch, etc.) that ...
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Insights 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 IRA accountholders who collectively have ...
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High 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 because alternative assets, which can ...
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Futures 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 trading could be an intriguing ...
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Make 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 all the difference in ensuring ...
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Using 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 willing to service this type ...
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Understanding the New Year-of-Death RMD Rules

Although the required minimum distribution (RMD) rules have always been complicated, they tended to stay the same from year to year, which made them easier to follow. But that changed in 2019 with the passage ...
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gold IRA

Benefits Of Adding Gold To Your IRA

As a result of political news, including Trump’s looming tariffs, the price of gold continues to soar. Current geopolitical uncertainty is currently driving investors towards gold. Inflation fears have significantly impacted gold prices, pushing them higher ...
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real estate IRA, self-directed IRA

Using a Self-Directed IRA to Invest in Real Estate with Leverage

Investing in real estate with an alternative IRA can be a great way to diversify retirement savings beyond traditional stocks and bonds. While most IRAs restrict investment options to publicly traded assets, an alternative IRA ...
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