RMD Strategies
Beginning at age 72 (or 70½ if you turned 70½ on or before December 31, 20191) IRA owners are required to take annual withdrawals from their IRAs– whether they need...
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...
Inherited an IRA? Understand Your Options
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 the IRA owner’s death....
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...
IRA Rollover Opportunities for Financial Advisors
While the 401(k) plan may play a lead role in retirement savings collection, IRAs top the market for job seekers and retirees by providing more options for investment, consolidation, and...
Crowdfunding Investments with a Self-Directed IRA
Crowdfunding as a means to raise funds for start-ups and other ventures gained popularity as a result of the passage of the JOBS Act and the finalization of the SEC...
