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Insights: types of IRA

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Roth versus Traditional Taxation

Do You Want to Pay Taxes Now or Later?

Understanding the Tax Benefits of Traditional & Roth IRAs In addition to saving for retirement, one of the main incentives for saving in an IRA is being able to take...

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A New Reason to Open a SIMPLE IRA Plan

A New Reason to Open a SIMPLE IRA Plan

If you own a business with no more than 100 employees who earned $5,000 or more last year, you are eligible to establish a special type of retirement plan for...

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RMD Strategies

Beginning at age 72 (or 70½ if you turned 70½ on or before December 31, 20191) IRA owners are required to take annual withdrawals from their IRAs– whether they need...

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Why investing in alternative assets makes sense in a self-directed ira

Why Investing in Alternative Assets Makes Sense in a Self-Directed IRA

The bull market for stocks is now 10 years old, having bottomed out in early March of 2009 in the wake of the financial crisis. While the direction of the...

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Inherited an IRA? Understand Your Options

Revised September 20, 2020 Because IRA owners receive tax benefits for saving in an IRA while they’re alive, the IRA tax laws require that IRA savings must be distributed after...

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STRATA Trust Company Reaches $2 Billion AUC Milestone

Asset growth ushers firm into the top tier as a premier national custodian for alternative assets and non-exchange traded investments in self-directed IRAs STRATA Trust Company (“STRATA”), a custodian dedicated...

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