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Clever SDIRA Tax Strategies Start With Your RMD Notice

The laws for tax-qualified retirement savings require that IRA owners begin taking at least a minimum amount from their IRAs each year at age 72. If you will be age...

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Do You Have An RMD Strategy?

When you reach age 72, the tax laws require that you take annual payments from your IRAs and workplace retirement plans. These required minimum distributions, or RMDs, have drawn a...

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IRA Beneficiary Rules Still Need Clarification

The SECURE Act of 2019 changed the rules for beneficiaries inheriting tax-deferred retirement savings to require, in some cases, that assets be distributed (and taxed) more quickly following the IRA...

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10 IRA Questions Your Clients May Not Know to Ask

Asking the right questions is a powerful tool for unlocking the value between you and your investors.  Unfortunately, not all investors know the exact questions to ask to ensure their...

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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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