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STRATA Trust Retirement Planning for the Forward-Thinking Investor

Retirement planning for the forward-thinking investor: 7 ways you didn’t know you could invest

2020 has been a challenging year for investors and the long-anticipated end to the historical bull run has come to fruition. The Dow Jones Industrial Average and S&P 500 are...

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Kelli Click Featured in U.S. News & World Report - STRATA Trust Company

STRATA’s Kelli Click Featured in U.S. News & World Report’s “4 Rules For Buying An Investment Property In A Recession”

Article originally published in U.S. News & World Report by Rebecca Lake, Contributor –  When a recession takes hold, your first instinct may be to do some strategizing with your portfolio. Seeking out recession-proof investments...

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A New Reason to Open a SIMPLE IRA Plan

A New Reason to Open a SIMPLE IRA Plan

If you own a business with no more than 100 employees who earned $5,000 or more last year, you are eligible to establish a special type of retirement plan for...

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The Diversification Test

The Diversification Test: Is Your Portfolio Really Ready for the Next Big Pullback?

One of the basic principles of investing boils down to what the investor can and cannot control. They can do everything “right” and still lose money in the market. There...

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SELF-DIRECTED IRA INVESTING – WHAT NOT TO DO - Prohibited Transactions

Self-Directed IRA Investing – What NOT To do

A self-directed IRA can open a world of investment possibilities, to go with the tax-related benefits of investing through an IRA. You can invest in private companies, gold, commercial property,...

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Definition of value in the dictionary

Fair Market Value: Appraising Alternative Assets in a Self-Directed IRA

Note: FMV reporting to STRATA has been extended to July 31, 2020. Fair market value: What is it? IRA custodians, like STRATA Trust Company, are required by federal law to...

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