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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...

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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...

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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...

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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...

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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...

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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...

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