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Insights: IRA Custodian

tax-free-charitable-donations-from-your-IRA

Tax-Free Charitable Donations From Your IRA

November 29, 2018 | Tags: All Things Retirement, distribution, IRA, IRA Custodian, IRA Rules, IRA Tax Laws, IRS Publication 590-B, IRS Rules, QCD, qualified charitable distribution, Required minimum distribution, retirement, RMD, Roth IRA, Self Directed IRA, SEP IRA, Simple IRA, Tax Strategy taxation, taxation, Traditional IRA, Types of IRA, withdrawal

With the tax reform changes that became effective in 2018, fewer taxpayers will be itemizing deductions on their federal income tax returns – which means fewer taxpayers will be taking...

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How to Make The Most of Your Rollover

November 15, 2018 | Tags: All Things Retirement, alternative investment IRA custodian, alternative investments, distribution, IRA, ira contribution, IRA Custodian, IRA deadline, IRA Rules, IRA Tax Laws, IRS Publication 590-B, IRS Rules, real estate investing, retirement, Rollover, Roth IRA, Self Directed IRA, taxation, Traditional IRA, withholding

If you participated in a former employer’s retirement plan, you don’t have to leave your retirement savings with your former employer, you can take it with you. You can either...

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Why Angel Investors Should Invest Through an Alternative Asset IRA

October 15, 2018 | Tags: 2018 ira contribution, All Things Retirement, alternative investment IRA custodian, alternative investments, alternative ira, alternative IRA custodian, alternative iras, angel investor, IRA, ira contribution, IRA Custodian, IRA Investments, Roth IRA, Self Directed IRA, SEP IRA, Simple IRA, Simple IRA, Traditional IRA, Types of IRA

Ever wonder how people like former presidential candidate Mitt Romney and PayPal co-founder Max Levchin amassed such wealth early on? They both had the foresight to use their IRAs to...

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Eight Rules To Know About Simple IRAs

September 28, 2018 | Tags: 2018 ira contribution, All Things Retirement, alternative investment IRA custodian, alternative investments, alternative IRA custodian, IRA, IRA annual limit, ira contribution, ira contribution deadline, IRA Custodian, IRA Investments, IRA Rules, IRA Tax Laws, retirement, Roth IRA, Roth IRA conversion, Self Directed IRA, Simple IRA, Simple IRA, Traditional IRA, Types of IRA

With a STRATA Trust SIMPLE IRA, you receive benefits of an employer-sponsored plan yet retain the investment freedom and control of a self-directed IRA. SIMPLE IRAs are only available to...

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5-Things-You-May-Not-Know-About-Roth-IRAs

Five Things You May Not Know About Roth IRAs

September 17, 2018 | Tags: 2018 ira contribution, All Things Retirement, alternative investment IRA custodian, alternative ira, alternative IRA custodian, alternative iras, Gold and Precious Metals, Gold IRA, IRA, IRA annual limit, ira contribution, ira contribution limits, IRA Custodian, IRA Investments, IRA Rules, IRA Tax Laws, Precious Metals, private equity, real estate investing, Real Estate IRA, Roth IRA, Roth IRA conversion, Self Directed IRA, SEP IRA, Traditional IRA, Types of IRA

If you are interested in diversifying the tax character of your retirement savings, you can create tax-free retirement income through a Roth IRA. Positioning your savings for tax-free distributions can...

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© 2018 STRATA Trust Company. All Rights Reserved.

STRATA Trust Company (“STRATA”) performs the duties of a directed (passive) custodian, and as such does not provide due diligence to third parties regarding prospective investments, platforms, sponsors, dealers or service providers.  As a custodian, STRATA does not sponsor, endorse or sell any investment and is not affiliated with any investment sponsor, issuer or dealer.  STRATA does not provide investment, legal or tax advice. Individuals should consult with their investment, legal or tax professionals for such services.

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