
STRATA’s Kelli click Featured: “3 Rules for Buy and Hold Real Estate Investing”
Article originally published in U.S. News & World Report by contributor Rebecca Lake – “Buy and hold" is a popular investing strategy that can also be applied to real estate. Purchasing a rental...

Should You Invest Self-Directed IRA Assets in a Crowdfunding Platform?
Diversification is one of the biggest keys to investing success for self-directed IRA owners. By spreading your IRA assets out among a wide range of different asset types, you can...

STRATA Trust Company Appears on the Compassionate Capitalist Podcast with Karen Rands
Tune in to hear our National Director of Business Development, Patrick Hagen, talk with Karen Rands on the Compassionate Capitalist podcast about how to use self-directed retirement accounts as an...

It’s A Date! Managing Your Self-Directed IRA in 2020
Each year seems to fly by faster than the year before. Important dates and deadlines can swoosh past with little warning. To help you manage your self-directed IRA in 2020,...

Why Investing in Alternative Assets Makes Sense in a Self-Directed IRA
The bull market for stocks is now 10 years old, having bottomed out in early March of 2009 in the wake of the financial crisis. While the direction of the...

Inherited an IRA? Understand Your Options
Revised September 20, 2020 Because IRA owners receive tax benefits for saving in an IRA while they’re alive, the IRA tax laws require that IRA savings must be distributed after...