IRA Beneficiary Options: Nonspouse Beneficiaries
Legal rights to IRA assets are transferred to IRA beneficiaries upon the IRA owner’s death, outside of probate proceedings. You will likely be able to access your inherited assets right...
Spouse IRA Beneficiaries: Understand All Your Options
The time after a spouse’s death can be overwhelming with grief and urgent financial issues. If your spouse had an IRA that will now be yours, this is one financial...
Don’t Lose Your IRA Inheritance to Taxes or Penalties
Have you recently inherited an IRA from a loved one, or do you think you will someday? If so, it’s important to understand your options for taking payments from that...
There’s Still Time to Make a SEP IRA Plan Contribution for 2018
As a business owner, would you like to save more for retirement? As an investor, would you like to build your self-directed IRA account balance faster? If you have business...
Fair Market Value: What You Need To Know
Federal law requires STRATA to report the fair market value ("FMV") of each retirement account we administer to the Internal Revenue Service each year. To properly complete these functions, IRA...
IRA Transfers – An Easy Way to Move Assets
IRA investors have an easy method available to them for moving assets among their IRAs: an IRA-to-IRA transfer. Some may use this tool to consolidate their accounts, build balances to...
