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IRA Contribution Limits Increase

November 5, 2018 | Tags: 2018 ira contribution, 2019 ira contribution, All Things Retirement, alternative investment IRA custodian, alternative investments, IRA annual limit, ira contribution, ira contribution limits, IRA Tax Laws, IRS Publication 590-A, IRS Rules, retirement, Roth IRA, Self Directed IRA, SEP IRA, Simple IRA, Traditional IRA, Types of IRA

Each year in October, the IRS announces the cost-of-living adjustments (COLAs) that will apply to retirement savings plans for the following calendar year. This chart provides the IRA limits for...

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Advisors Play a Critical Role in RMD Planning

October 25, 2018 | Tags: 2017 ira contribution, 2018 ira contribution, All Things Retirement, alternative investment IRA custodian, alternative investments, alternative ira, alternative IRA custodian, Investment Options, IRA, ira contribution, IRA Rules, IRS Publication 590-B, prohibited transactions, real estate investing, Real Estate IRA, Required minimum distribution, RMD, Roth IRA, Self Directed IRA, self directed IRA investments, SEP IRA, SEP IRA retirement account, Tax Strategy taxation, Traditional IRA, Types of IRA, withdrawal

As a financial advisor, you are probably aware that self-directed Traditional IRA owners must begin taking required minimum distributions (RMDs) when they reach age 70½. But some of your clients...

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Why Angel Investors Should Invest Through an Alternative Asset IRA

October 15, 2018 | Tags: 2018 ira contribution, All Things Retirement, alternative investment IRA custodian, alternative investments, alternative ira, alternative IRA custodian, alternative iras, angel investor, IRA, ira contribution, IRA Custodian, IRA Investments, Roth IRA, Self Directed IRA, SEP IRA, Simple IRA, Simple IRA, Traditional IRA, Types of IRA

Ever wonder how people like former presidential candidate Mitt Romney and PayPal co-founder Max Levchin amassed such wealth early on? They both had the foresight to use their IRAs to...

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Plan Ahead for Taking Required Distributions from Your Traditional IRA

October 3, 2018 | Tags: 2018 ira contribution, All Things Retirement, alternative investment IRA custodian, alternative investments, alternative ira, alternative IRA custodian, alternative iras, IRA, ira contribution, IRA deadline, IRA Investments, IRS Publication 590-A, IRS Publication 590-B, Required minimum distribution, retirement, RMD, Roth IRA, Roth IRA conversion, Self Directed IRA, self directed IRA investments, Simple IRA, taxation, Traditional IRA, Types of IRA, withdrawal

Deferring the tax on your retirement savings is a key benefit of saving in a self-directed Traditional IRA – until you reach age 70½. Once you reach this age, the...

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Eight Rules To Know About Simple IRAs

September 28, 2018 | Tags: 2018 ira contribution, All Things Retirement, alternative investment IRA custodian, alternative investments, alternative IRA custodian, IRA, IRA annual limit, ira contribution, ira contribution deadline, IRA Custodian, IRA Investments, IRA Rules, IRA Tax Laws, retirement, Roth IRA, Roth IRA conversion, Self Directed IRA, Simple IRA, Simple IRA, Traditional IRA, Types of IRA

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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STRATA Trust Company (“STRATA”) performs the duties of a directed (passive) custodian, and as such does not provide due diligence to third parties regarding prospective investments, platforms, sponsors, dealers or service providers.  As a custodian, STRATA does not sponsor, endorse or sell any investment and is not affiliated with any investment sponsor, issuer or dealer.  STRATA does not provide investment, legal or tax advice. Individuals should consult with their investment, legal or tax professionals for such services.

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