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Insights: IRA

8 year end considerations for ira owners

8 YEAR-END CONSIDERATIONS FOR IRA OWNERS

December 5, 2018 | Tags: 2018 ira contribution, All Things Retirement, Alternative Investment Marketing, inherited IRA, Investment Options, IRA, IRA annual limit, ira contribution, ira contribution deadline, IRA Investments, IRA Rules, IRA Tax Laws, Precious Metals, private equity, real estate investing, Real Estate IRA, Self Directed IRA, SEP IRA, Simple IRA, Traditional IRA

It’s hard to believe that calendar year 2018 is almost over and soon it will be 2019. Year-end can be a hectic time with work deadlines and holiday hassles. But...

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STRATA Trust Company Names Melissa Briske as Head of Marketing

December 4, 2018 | Tags: 2018 ira contribution, All Things Retirement, Alternative Investment Marketing, alternative investments, alternative ira, Investment Options, IRA, IRA Marketing, Real Estate IRA, Roth IRA, Self Directed IRA, SEP IRA, Simple IRA, Traditional IRA, Types of IRA

Marketing veteran Melissa Briske joins the STRATA Trust Company team. Briske will serve as the Head of Marketing for STRATA Trust Company to champion the development of STRATA’s marketing strategy...

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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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advisors-play-a-critical-role-in-RMD-planning-blog-image

Advisors Play a Critical Role in RMD Planning

October 25, 2018 | Tags: 2017 ira contribution, 2018 ira contribution, All Things Retirement, alternative investment IRA custodian, alternative investments, alternative ira, alternative IRA custodian, Investment Options, IRA, ira contribution, IRA Rules, IRS Publication 590-B, prohibited transactions, real estate investing, Real Estate IRA, Required minimum distribution, RMD, Roth IRA, Self Directed IRA, self directed IRA investments, SEP IRA, SEP IRA retirement account, Tax Strategy taxation, Traditional IRA, Types of IRA, withdrawal

As a financial advisor, you are probably aware that self-directed Traditional IRA owners must begin taking required minimum distributions (RMDs) when they reach age 70½. But some of your clients...

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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.

Investment Products: Not FDIC-Insured  |  No Bank Guarantee  |  May Lose Value

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