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...
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...
Medical Professionals Investing in All Things Medical
A self-directed IRA account allows investments in asset classes and investment vehicles beyond traditional stocks, bonds, cash, mutual funds, and ETFs. This can include investments in medical and related ventures...
Inheriting Savings From an Employer Plan
If you are the beneficiary of a workplace retirement plan account for someone who has died, your first inclination may be to withdraw the funds. You do not have to...
