Naming a Trust as IRA Beneficiary
Trusts are used to accomplish a variety of objectives in estate planning and retirement income strategies. There are different kinds of trusts and many ways to use trusts. Most individuals...
8 Year-End Considerations for IRA Owners
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...
Tax-Free Charitable Donations From Your IRA
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...
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...
Advisors Play a Critical Role in RMD Planning
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...
Eight Rules To Know About Simple IRAs
[Updated September 12, 2019] 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...
