Insights

8 Rules To Know About Simple IRAs

With a STRATA Trust SIMPLE IRA, you receive benefits of an employer-sponsored plan yet retain the investment freedom and control of a self-directed IRA. SIMPLE IRAs are only available to...

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5-Things-You-May-Not-Know-About-Roth-IRAs
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Understanding the Impact of Beneficiary Designations and IRA Rules

Beneficiary designations are a crucial step when it comes to smart estate planning. Naming a primary beneficiary on your IRA is often considered the most important designation, as this party...

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Four Reasons Why It’s Important to Name an IRA Beneficiary

Who should be the beneficiary of your IRA? The simple answer to this question is the person or entity to whom you wish to leave your IRA assets. However, it’s...

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