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

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

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

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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2017-2018 IRA Contribution Limits and Deadlines

If you're considering making an IRA contribution for 2017 or 2018, here are some important tips to keep in mind. Limits For individuals under the age of 50, the maximum...

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Get to Know STRATA Trust Company

For over nine years we’ve empowered our clients as Self Directed IRA Services, Inc., offering a wide selection of investment options and game-changing customer service. Today, as STRATA Trust Company,...

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Considering Real Estate in a Self-Directed IRA?

With the economic downturn, savvy investors are looking for investment opportunities in real estate and may consider using a self-directed IRA or Real Estate IRA. After all, real estate has...

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