Choosing the right custodian? It’s all about asking the right questions
Every investor knows that markets can be volatile, and are often unpredictable. Whether you manage your investments with a financial advisor, or on your own, keeping your portfolio on track...
Common Mistakes to Avoid in Self-Directed IRAs
Many financial professionals agree that alternative investments can potentially generate additional risk management and returns for investors, given their often-low correlation to traditional indices. Certain alternatives can also add a...
What you need to know about self-directed IRAs and alternative investments
Over the past few decades, the introduction of newer investment strategies has given a continuously growing number of investors access to both conventional stocks and bonds and non-traditional alternative investments....
IRS Clarifies Conversions and Qualified Rollovers Made to Roth IRAs in 2017 May Be Recharacterized in 2018
Overview The Tax Cuts and Jobs Act of 2017 has clearly indicated that amounts converted from Traditional, SEP and SIMPLE IRAs to Roth IRAs, after 2017 are no longer eligible...
Protect Yourself: Avoid Investments Making False Claims
It’s sad but true. Investment promoters sometimes prey on IRA owners by making false claims about their investment product. Statements such as “IRS approved”, "IRA approved", “government approved” and “custodian...
How to Make Your 2017-2018 IRA Contribution to Your STRATA Account
Follow the easy steps when making your 2017 or 2018 IRA contribution to your STRATA account. Make your contribution check payable to: STRATA Trust Company Write your account number on your check. Complete and include our Deposit Certification form, available at www.StrataTrust.com. Mail it directly to STRATA at the address shown below (and not to...
