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STRATA Teams Up With TD Ameritrade to Offer Online Trading

While STRATA’s edge has always been our ability to custody unconventional and alternative assets, sometimes investors and advisors ask about setting up an online brokerage account within a STRATA IRA....

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You Will Love Our New Look!

New year, new statement! We've refreshed our quarterly statements to bring you additional information and clarity. Listed herein are the new sections or enhancements to current sections that provide additional...

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5 Reasons to Rollover Your 401k

5 Reasons to Roll Over Your 401(k) When You Change Jobs

Thinking about rolling over an old 401(k) or other workplace retirement savings plan that’s collecting dust? When leaving a job, leaving behind a 401(k) is easy to do. After all,...

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Reporting FMVs for Unconventional IRA Assets

Reporting Fair Market Values for Alternative IRA Assets

One of the requirements for IRA custodians like STRATA is to report the fair market value (FMV) of IRAs to IRA owners each year and to the Internal Revenue Service...

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UBTI and UDFI Tax Considerations for IRA Owners

UBTI and UDFI Tax Considerations for IRA Owners

IRAs are a great shelter for growing investments tax-deferred (in a Traditional IRA) or even tax-free (in a Roth IRA). However, there are instances in which the income produced by...

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Important 2019 Deadlines for IRAs

Important 2019 Deadlines for IRAs

JANUARY 31 STRATA will mail your Form 1099-R if you received an IRA distribution or completed a Roth conversion in 2018. APRIL 12 If you are a Traditional IRA account...

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