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Insights: Roth IRA conversion

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Eight Rules To Know About Simple IRAs

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 are only available to...

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The Backdoor Roth: Tax Law Changes Bring New Strategies for Alternative Investment IRAs

On December 22, 2017, President Trump signed into law H.R. 1, known as the Tax Cuts and Jobs Act (the “Act”), which makes widespread changes to the Internal Revenue Code...

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IRS Clarifies Conversions and Qualified Rollovers Made to Roth IRAs in 2017 May Be Recharacterized in 2018

Overview The Tax Cuts and Jobs Act of 2017 has clearly indicated that amounts converted from Traditional, SEP and SIMPLE IRAs to Roth IRAs, after 2017 are no longer eligible...

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