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2019 Fee Increase Notice

STRATA Trust Company (“STRATA”) has worked to minimize price increases for its self-directed IRA custodial services. However, in recent years, STRATA has experienced an increase in the cost of doing...

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Naming a Trust as IRA Beneficiary

Trusts are used to accomplish a variety of objectives in estate planning and retirement income strategies. There are different kinds of trusts and many ways to use trusts. Most individuals...

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8 Year-End Considerations for IRA Owners

It’s hard to believe that calendar year 2018 is almost over and soon it will be 2019. Year-end can be a hectic time with work deadlines and holiday hassles. But...

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STRATA Trust Company Names Melissa Briske as Head of Marketing

Marketing veteran Melissa Briske joins the STRATA Trust Company team. Briske will serve as the Head of Marketing for STRATA Trust Company to champion the development of STRATA’s marketing strategy...

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Tax-Free Charitable Donations From Your IRA

With the tax reform changes that became effective in 2018, fewer taxpayers will be itemizing deductions on their federal income tax returns – which means fewer taxpayers will be taking...

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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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