We are continuing to actively monitor the developing COVID-19 (Coronavirus) situation. We want to assure our clients that we are taking preventative measures to ensure that there are no disruptions in service. To that end, we are prepared to leverage remote technology, alternate work locations for employees and detailed continuity plans to continue to support critical operations.

Insights

Explore

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

What you should know about a SEP IRA

A SEP IRA can be a great option for investors that are self-employed or run their own business. Think of it as an IRA on steroids for small business owners....

Read More

LOG IN TO YOUR ACCOUNT