See the latest news and emerging topics that impact IRAs and retirement.
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October 15 – Not Just the Last Day to File Your Tax Return
Although October 15 may not stand out as the date of a historic event or a celebrity’s birthday, it is well-known by many as the last day for filing federal...
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CARES Act Waives RMDs in 2020
Just as we were all getting used to the SECURE Act rule changes, the rules changed again. After a few quiet years on the legislative front, two major bills affecting...
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Retirement Planning for the Forward-Thinking Investor: 7 Ways You Didn’t Know You Could Invest
2020 has been a challenging year for investors and the long-anticipated end to the historical bull run has come to fruition. The Dow Jones Industrial Average and S&P 500 are...
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Covid-19 Update: Find out what resources STRATA provides to better serve your needs during this pandemic crisis
We want you to know that our team stands ready to provide the services you need. Many of the services you need help with are also available online, allowing you to quickly and easily manage your needs...
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Gaining the Competitive Edge: The Benefits of Alternative Investments
The beginning of 2020 has been marked with extreme market volatility and mounting investor concerns amid the coronavirus pandemic and resulting economic slowdown. Investors are more tuned in than ever...
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Get To Know Your Custodian - STRATA Trust Company
Understand the limited role of a custodian and the responsibilities of the accountholder...
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The SECURE Act is changing retirement for many–What you need to know (Forbes.com)
The SECURE Act became effective on January 1, 2020, and it will inevitably affect many retirement savers, for better or worse...
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