See the latest news and emerging topics that impact IRAs and retirement.
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The CARES Act: Top 8 Changes It Brings to IRAs
On March 27, President Trump signed the Coronavirus Aid, Relief and Economic Security (CARES) Act into law...
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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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Fair Market Value: Appraising Alternative Assets in a Self-Directed IRA
Accurately providing a value for certain types of alternative investments with no readily ascertainable value, such as private equity, real estate, or business ventures, can be challenging...
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How the CARES Act affects your retirement savings
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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IRA Rollovers - visit our FAQs to get answers to your rollover questions
Visit our FAQs section for information on IRA rollovers...
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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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