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...
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...
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...
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...
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...
IRA Contribution Limits Increase
Each year in October, the IRS announces the cost-of-living adjustments (COLAs) that will apply to retirement savings plans for the following calendar year. This chart provides the IRA limits for...
