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Do You Have An RMD Strategy?

When you reach age 72, the tax laws require that you take annual payments from your IRAs and workplace retirement plans. These required minimum distributions, or RMDs, have drawn a...

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IRA TRUST Beneficiary Payment Options In Limbo

The SECURE Act of 2019 changed the payment options for most beneficiaries inheriting IRA assets after 2019, so that most beneficiaries are required to deplete inherited IRA assets within 10...

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IRA Beneficiary Rules Still Need Clarification

The SECURE Act of 2019 changed the rules for beneficiaries inheriting tax-deferred retirement savings to require, in some cases, that assets be distributed (and taxed) more quickly following the IRA...

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IRA Rules and Beneficiary Designations

You can’t take it with you, but you can control who gets it when you go. Beneficiary designations are a crucial element of estate planning and, when done properly, can...

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IRA Power of Attorney

Who Will Manage Your IRA If You Can’t?

“Hope for the best but prepare for the worst” is a motto many people live by. Having a plan for protection against unknown future possibilities can be comforting. Common measures...

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STRATA Trust Company Reaches $2 Billion AUC Milestone

Asset growth ushers firm into the top tier as a premier national custodian for alternative assets and non-exchange traded investments in self-directed IRAs STRATA Trust Company (“STRATA”), a custodian dedicated...

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