We are continuing to actively monitor the developing COVID-19 (Coronavirus) situation. We want to assure our clients that we are taking preventative measures to ensure that there are no disruptions in service. To that end, we are prepared to leverage remote technology, alternate work locations for employees and detailed continuity plans to continue to support critical operations.

White Papers

White Papers

 

For Individuals   For Professionals
The SECURE Act – The Gift That Keeps on Giving (February 2020) The SECURE Act – The Gift That Keeps on Giving (February 2020)
Boost Your Self-Directed IRA Balance with a SEP Plan (April 2019) 5 Tax Planning Strategies to Consider Now for Your Clients’ 2020 Tax Returns (December 2019)
Rolling Over Retirement Savings (January 2019) Recharacterizations & Conversions: Tax Planning Tools for IRAs (October 2019)
Which IRA is Right for You? (October 2018) IRA Rollover Opportunities (June 2019)
Things You Need to Know Before Holding Real Estate in an IRA (July 2018) Boost Your Self-Directed IRA Balance with a SEP Plan (April 2019)
The Roth IRA Backdoor that Congress Took Away (March 2018) Rolling Over Retirement Savings (January 2019)
An Overview of Alternative Assets in Self-Directed IRAs (September 2017) Which IRA is Right for You? (October 2018)
Investing in Real Estate with a Self-Directed IRA (September 2017) Things You Need to Know Before Holding Real Estate in an IRA (July 2018)
Investing in Precious Metals with a Self-Directed IRA (September 2017) Avoiding Prohibited Transactions in Self-Directed IRAs (May 2018)
Reexamining the Impact of the Fiduciary Rule (April 2018)
The Roth IRA Backdoor that Congress Took Away (March 2018)
An Overview of Alternative Assets in Self-Directed IRAs (September 2017)
Investing in Real Estate with a Self-Directed IRA (September 2017)
 Investing in Precious Metals with a Self-Directed IRA (September 2017)

For more helpful information, read our exclusive Forbes articles.

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STRATA Trust Company (“STRATA”) performs the duties of a directed (passive) custodian, and as such does not provide due diligence to third parties regarding prospective investments, platforms, sponsors, dealers or service providers.  As a custodian, STRATA does not sponsor, endorse or sell any investment and is not affiliated with any investment sponsor, issuer or dealer.  STRATA does not provide investment, legal or tax advice. Individuals should consult with their investment, legal or tax professionals for such services.

Investment Products: Not FDIC-Insured  |  No Bank Guarantee  |  May Lose Value

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