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Common Mistakes to Avoid in Self-Directed IRAs

April 2, 2018 | Tags: All Things Retirement, alternative investment IRA custodian, alternative investments, alternative ira, alternative IRA custodian, alternative iras, Investment Options, IRA, IRA approved, IRA Custodian, IRA due diligence, IRA Investments, IRA Lending, IRA Rules, IRA Tax Laws, Precious Metals, private debt, private debt investing, private equity, Prohibited Transaction, prohibited transactions, real estate investing, Real Estate IRA, Self Directed IRA, self directed IRA investments, Traditional IRA, Types of IRA

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...

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What you need to know about self-directed IRAs and alternative investments

March 20, 2018 | Tags: Gold and Precious Metals, gold Investing, Gold IRA, Investment Options, IRA, IRA Custodian, IRA Lending, IRA property, IRA Rules, Precious Metals, private debt, private debt investing, private equity, private equity investing, real estate investing, Real Estate IRA, Self Directed IRA, self directed IRA investments, silver investing, silver IRA, Traditional IRA, Types of IRA

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....

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IRS Clarifies Conversions and Qualified Rollovers Made to Roth IRAs in 2017 May Be Recharacterized in 2018

February 28, 2018 | Tags: IRA, IRA Rules, IRS Rules, Recharcterization, Roth IRA, Roth IRA conversion

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...

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Protect Yourself: Avoid Investments Making False Claims

January 23, 2018 | Tags: IRA approved, IRA due diligence, IRA Rules, IRS approved, IRS Publication 3125

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...

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How to Make Your 2017-2018 IRA Contribution to Your STRATA Account

January 22, 2018 | Tags: 2017 ira contribution, 2018 ira contribution, ira contribution deadline, IRA Custodian, IRA deadline, IRA Rules

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...

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© 2018 STRATA Trust Company. All Rights Reserved.

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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