Whitepapers

Whitepapers

 

For Individuals   For Professionals
Rolling Over Retirement Savings (January 2019) Rolling Over Retirement Savings (January 2019)
Which IRA is Right for You? (October 2018) Which IRA is Right for You? (October 2018)
Things You Need to Know Before Holding Real Estate in an IRA (July 2018) Things You Need to Know Before Holding Real Estate in an IRA (July 2018)
The Roth IRA Backdoor that Congress Took Away (March 2018) Avoiding Prohibited Transactions in Self-Directed IRAs (May 2018)
An Overview of Alternative Assets in Self-Directed IRAs (September 2017) Reexamining the Impact of the Fiduciary Rule (April 2018)
Investing in Real Estate with a Self-Directed IRA (September 2017) The Roth IRA Backdoor that Congress Took Away (March 2018)
Investing in Precious Metals with a Self-Directed IRA (September 2017) 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)

 

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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.

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