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How to Make The Most of Your Rollover

If you participated in a former employer’s retirement plan, you don’t have to leave your retirement savings with your former employer, you can take it with you. You can either...

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IRA Contribution Limits Increase

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

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

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

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

[Updated September 12, 2019] 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...

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