Insights: Roth IRA

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Moving Assets Into a Roth IRA Through a Conversion

One way to build your self-directed Roth IRA balance quickly is to convert other IRA assets to your Roth IRA. You can move traditional IRA, SEP IRA, and SIMPLE IRA...

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IRA Beneficiary Options: Nonspouse Beneficiaries

Legal rights to IRA assets are transferred to IRA beneficiaries upon the IRA owner’s death, outside of probate proceedings. You will likely be able to access your inherited assets right...

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Spouse IRA Beneficiaries: Understand All Your Options

The time after a spouse’s death can be overwhelming with grief and urgent financial issues. If your spouse had an IRA that will now be yours, this is one financial...

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There’s Still Time to Make a SEP IRA Plan Contribution for 2018

As a business owner, would you like to save more for retirement? As an investor, would you like to build your self-directed IRA account balance faster? If you have business...

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Fair Market Value: What You Need To Know

Federal law requires STRATA to report the fair market value ("FMV") of each retirement account we administer to the Internal Revenue Service each year. To properly complete these functions, IRA...

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IRA Transfers – An Easy Way to Move Assets

IRA investors have an easy method available to them for moving assets among their IRAs: an IRA-to-IRA transfer. Some may use this tool to consolidate their accounts, build balances to...

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