Holiday Closure: Our offices will be closed on Thursday, November 24, and Friday, November 25, 2022, in observance of the Thanksgiving holiday. We will reopen for regular business hours on Monday, November 28, 2022.
IRAs are tax-smart investments offering tax-deferred and tax-free investment earnings, among other benefits. The tax laws provide these benefits and allow IRA owners great flexibility in selecting investments and moving...
The SECURE Act of 2019 changed the rules for beneficiaries inheriting tax-deferred retirement savings to require, in some cases, that assets be distributed (and taxed) more quickly following the IRA...
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.
Investment Products: Not FDIC-Insured | No Bank Guarantee | May Lose Value
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