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...
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 1 If you are a Traditional IRA account...
2018-2019 IRA Contributions, Limits and How-Tos
If you’re considering making an IRA contribution for 2018 or 2019, here are some important tips to keep in mind. LIMITS For individuals under the age of 50, the maximum...
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...
