As a result of a recent upgrade to our Account Access feature, it is recommended that all clients clear your cache before logging in to Account Access:
  • Hold CTRL and press F5 in your browser, wait until the screen refreshes. Then click F5 a second time.
  • For Safari users, click the Apple command key + R to refresh the browser.

Insights

Explore

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...

Read More

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...

Read More

Understanding the Impact of Beneficiary Designations and IRA Rules

Beneficiary designations are a crucial step when it comes to smart estate planning. Naming a primary beneficiary on your IRA is often considered the most important designation, as this party...

Read More

Four Reasons Why It’s Important to Name an IRA Beneficiary

Who should be the beneficiary of your IRA? The simple answer to this question is the person or entity to whom you wish to leave your IRA assets. However, it’s...

Read More

Three Ways an IRA can Invest in Real Estate

With the popularity of real estate IRAs trending, you may have wondered how it’s possible to use your IRA when investing in real estate. Given the current IRS annual limits...

Read More

Five Misunderstood IRA Rules

Though self-directed IRAs (SDIRAs) are gaining more attention from savvy investors, there is still some confusion surrounding SDIRAs and how they can provide more investment diversification. Custodians, like STRATA, are...

Read More

LOG IN TO YOUR ACCOUNT