Due to scheduled maintenance, STRATA's online Account Access will be unavailable beginning Saturday, May 25, 2019 at 9:00 PM and ending at 6:00 AM Eastern Time on Sunday.  We apologize for any inconvenience this may cause.

Insights: ira custodian

Explore

401(k) Distribution Options When You Change Jobs

If you've been lucky enough to participate in a retirement plan at work, you're already off to a great start saving for your retirement. When you decide to change jobs,...

Read More

Beware the Early Withdrawal Tax If You’re Under 60

One of the benefits of saving in an IRA is the flexibility to take withdrawals from your account at any time. But, because IRAs were designed to help individuals save...

Read More

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...

Read More

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...

Read More

ira-transfers-moving-assets

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...

Read More

Fair Market Value – Why Accuracy Is Important

When an IRA owner withdraws cash from a Traditional IRA, they are typically taxed on the amount distributed. If a self-directed IRA owner takes an in-kind distribution of an alternative...

Read More

KEEP UP WITH THE LATEST FROM STRATA AND GAIN EXCLUSIVE INSIGHTS WITH OUR NEWSLETTERS.