As a result of recent Account Access maintenance, it is recommended that all clients perform the following steps prior to accessing Account Access – Hold CTRL and press F5 in your browser, wait until the screen refreshes, and then click F5 a second time to clear your cache prior to logging into Account Access. For Safari users, clicking the Apple command key + R will refresh that browser.

Insights: private equity

8 year end considerations for ira owners
5-Things-You-May-Not-Know-About-Roth-IRAs
avoiding-prohibited-transactions-blog-image

Avoiding Prohibited Transactions in a Self Directed IRA

Avoiding Prohibited Transactions in a Self-Directed IRA A prohibited transaction in an IRA is any improper use of an IRA account or annuity by the IRA owner, his or her beneficiary or any disqualified person. It is critical...

Read More

strata-irs-form-5498-blog-image

IRS Form 5498: What You Need to Know

IRS Form 5498 is the form which the IRS requires STRATA (as an IRA custodian) to file each year to report the fair market value (FMV) of the alternative investments...

Read More

Tags