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Insights: IRA deadline

How to Make The Most of Your Rollover

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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How to Make Your 2017-2018 IRA Contribution to Your STRATA Account

Follow the easy steps when making your 2017 or 2018 IRA contribution to your STRATA account. Make your contribution check payable to:  STRATA Trust Company Write your account number on your check. Complete and include our Deposit Certification form, available at www.StrataTrust.com. Mail it directly to STRATA at the address shown below (and not to...

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2017-2018 IRA Contribution Limits and Deadlines

If you're considering making an IRA contribution for 2017 or 2018, here are some important tips to keep in mind. Limits For individuals under the age of 50, the maximum...

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