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...
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...
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...
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...
Five Things You May Not Know About Roth IRAs
If you are interested in diversifying the tax character of your retirement savings, you can create tax-free retirement income through a Roth IRA. Positioning your savings for tax-free distributions can...
10 Things to Know About Traditional IRAs
Traditional IRAs are the oldest and most flexible type of individual retirement account (IRA). Available since 1975, Traditional IRAs now hold $7.85 trillion dollars, which is about 85% of all...
