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You Will Love Our New Look!

New year, new statement! We've refreshed our quarterly statements to bring you additional information and clarity. Listed herein are the new sections or enhancements to current sections that provide additional...

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5 Reasons to Roll Over Your 401(k) When You Change Jobs

Thinking about rolling over an old 401(k) or other workplace retirement savings plan that’s collecting dust? When leaving a job, leaving behind a 401(k) is easy to do. After all,...

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Reporting Fair Market Values for Alternative IRA Assets

One of the requirements for IRA custodians like STRATA is to report the fair market value (FMV) of IRAs to IRA owners each year and to the Internal Revenue Service...

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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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