As a result of a recent upgrade to our Account Access feature, it is recommended that all clients clear your cache before logging in to Account Access:
  • Hold CTRL and press F5 in your browser, wait until the screen refreshes. Then click F5 a second time.
  • For Safari users, click the Apple command key + R to refresh the browser.

Insights

Explore

Fair Market Value – Why Accuracy Is Important

When an IRA owner withdraws cash from a Traditional IRA, they are typically taxed on the amount distributed. If a self-directed IRA owner takes an in-kind distribution of an alternative...

Read More

Smart Retirement Portfolio Moves to Make Now

Alternative investments—such as private equity, real estate or private debt—are continuing to gain popularity for investors seeking to diversify their retirement plan assets. Institutional investors have already allocated as much...

Read More

When an IRA Incurs UBTI or UDFI

Investing in a self-directed IRA has many advantages, including the valuable combination of two key benefits: 1.  Tax deferral on investment earnings 2.  Broad array of alternative investment options Alternative...

Read More

Infographic: 10 Things to Know About Traditional IRAs

A Traditional IRA gives individuals the opportunity to direct pre-tax income toward tax-deferred investments. In addition, no capital gains or dividend income is taxed until it is withdrawn from a...

Read More

Top 10 Tips For Making An IRA Contribution

Calendar year 2018 may be over, but it’s not too late to fund your IRA for 2018. You have up until your tax return due date (generally April 15) to...

Read More

STRATA Teams Up With TD Ameritrade to Offer Online Trading

While STRATA’s edge has always been our ability to custody unconventional and alternative assets, sometimes investors and advisors ask about setting up an online brokerage account within a STRATA IRA....

Read More

LOG IN TO YOUR ACCOUNT