Due to scheduled maintenance, STRATA's online Account Access feature will be unavailable on Sunday, March 25, 2018, between 12:00 am - 6:00 am Eastern Time. We apologize for any inconvenience this may cause.  


self-directed IRAs-meeting

What you need to know about self-directed IRAs and alternative investments

Over the past few decades, the introduction of newer investment strategies has given a continuously growing number of investors access to both conventional stocks and bonds and non-traditional alternative investments.…

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Financial planning and reports image

IRS Clarifies Conversions and Qualified Rollovers Made to Roth IRAs in 2017 May Be Recharacterized in 2018

Overview The Tax Cuts and Jobs Act of 2017 has clearly indicated that amounts converted from Traditional, SEP and SIMPLE IRAs to Roth IRAs, after 2017 are no longer eligible…

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IRS Publication 3125

Protect Yourself: Avoid Investments Making False Claims

It’s sad but true. Investment promoters sometimes prey on IRA owners by making false claims about their investment product. Statements such as “IRS approved”, "IRA approved", “government approved” and “custodian…

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2017 contribution deadline

How to Make Your 2017-2018 IRA Contribution to Your STRATA Account

Follow the easy steps when making your 2017 or 2018 IRA contribution to your STRATA account. Make your contribution check payable to:  STRATA Trust Company Write your account number on your check. Complete and include our Deposit Certification form, available at www.StrataTrust.com. Mail it directly to STRATA at the address shown below (and not to…

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2017-2018 IRA Contribution Limits and Deadlines

If you're considering making an IRA contribution for 2017 or 2018, here are some important tips to keep in mind. Limits For individuals under the age of 50, the maximum…

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