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What you should know about a SEP IRA

July 23, 2018 | Tags: alternative investment IRA custodian, alternative ira, alternative IRA custodian, IRA, IRA Custodian, retirement, SEP IRA, SEP IRA Contributions, SEP IRA retirement account

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....

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Three Ways to Fund your IRA: Direct Transfer, Rollover or IRA Contribution

July 16, 2018 | Tags: 2018 ira contribution, All Things Retirement, alternative investment IRA custodian, alternative ira, alternative IRA custodian, alternative iras, Investment Options, IRA, ira contribution, IRA Custodian, IRA Investments, IRA Lending, retirement

If you’re interested in opening and funding a self directed IRA, knowing the ways in which you can fund your IRA is important. The three common methods of funding a...

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Avoiding Prohibited Transactions in a Self Directed IRA

June 27, 2018 | Tags: 2018 ira contribution, All Things Retirement, alternative investment IRA custodian, alternative ira, IRA, private equity, Real Estate IRA, Roth IRA, Self Directed IRA, SEP IRA, Traditional IRA

Avoiding Prohibited Transactions in a Self-Directed IRA A prohibited transaction in an IRA is any improper use of an IRA account or annuity by the IRA owner, his or her beneficiary or any disqualified person. It is critical...

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‘Summer from Hell’ for Homebuyers Could Be Opportunity for IRA Investors

June 21, 2018 | Tags: 2018 ira contribution, All Things Retirement, alternative investment IRA custodian, alternative investments, real estate investing, Real Estate IRA, retirement, Roth IRA, Self Directed IRA

We are already well into the summer buying season for homebuyers, and many people are already referring to it as the “summer from hell” for homebuyers. Mortgage rates are up....

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Retirement Strategies for 2018

June 14, 2018 | Tags: 2018 ira contribution, All Things Retirement, alternative investment IRA custodian, alternative investments, alternative iras, IRA, IRA Custodian, IRA Investments, retirement

Retirement Strategies for 2018 Plan ahead for the year with STRATA Now that you’ve put your taxes to rest for 2017, it’s time to reevaluate your 2018 retirement strategies and...

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STRATA Trust Company (“STRATA”) performs the duties of a directed (passive) custodian, and as such does not provide due diligence to third parties regarding prospective investments, platforms, sponsors, dealers or service providers.  As a custodian, STRATA does not sponsor, endorse or sell any investment and is not affiliated with any investment sponsor, issuer or dealer.  STRATA does not provide investment, legal or tax advice. Individuals should consult with their investment, legal or tax professionals for such services.

Investment Products: Not FDIC-Insured  |  No Bank Guarantee  |  May Lose Value

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