August 21, 2018

STRATA Trust Company

Founded in 2008, STRATA Trust Company has built a reputation delivering streamlined and straightforward custody.

Things You Need to Know Before Holding Real Estate in an IRA

Investing in real estate with a self-directed individual retirement account is permissible, but an IRA owner should be aware of the potential pitfalls and strategies before doing so.

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Self-Directed IRA Investors May Provide A Lifeline For Small Businesses In The Post-Covid Era

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STRATA’s Kelli Click Featured In U.S. News & World Report’s “4 Rules For Buying An Investment Property In A Recession”

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Jul 08, 2020

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The Cares Act: Top 8 Changes It Bring To IRAs

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Jun 22, 2020

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The Diversification Test: Is Your Portfolio Really Ready For The Next Big Pullback?

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Self-Directed IRA Investing – What Not To Do

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Jun 12, 2020

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Fair Market Value: Appraising Alternative Assets In A Self-Directed IRA

Note: FMV reporting to STRATA has been extended to July 1, 2020. Fair market value: What is it? IRA custodians, like STRATA Trust Company, are required by federal law to report the fair market value (“FMV”) of each retirement account it administers ...

May 22, 2020

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IRS Form 5498: What It Is And What The IRS Extension Means For Your IRA

IRA custodians must track all IRA contributions made throughout the year and generate IRS Form 5498, IRA Contribution Information, for each IRA to report contribution activity and the fair market value for the entire IRA and for certain types of ...

May 13, 2020

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What Is Due Diligence When It Comes To Private Placement Investing?

Guest contributor: Bruce Roberts, Chief Executive Officer of Carofin * Before making an alternative investment, Investors should analyze and verify information provided to them by the Issuer. Typically, an Investor will be presented with the Offering ...

May 01, 2020

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Coronavirus-Related Retirement Account Distributions: Do You Qualify?

The newly enacted Coronavirus Aid, Relief, and Economic Security (CARES) Act is designed to assist Americans affected by the COVID-19 outbreak. The legislation, in part, grants a provision allowing retirement savers to access their IRA and qualified ...

Apr 17, 2020

STRATA Trust Company

Cares Act Waives RMDs In 2020

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Apr 06, 2020

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STRATA’s Patrick Hagen Featured In U.S. News & World Report’s “How To Leverage 0% Interest Rates In A Self-Directed IRA”

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STRATA Trust Company

2019 Tax Filing And IRA Contribution Deadline Extended Until July 15, 2020: Here's What You Need To Know

As the U.S. government moves quickly to respond to the ongoing Coronavirus pandemic, there is some relief for taxpayers. On Friday, March 20, 2020, Treasury Secretary Steven Mnuchin announced an extension of the 2019 tax filing deadline , shifting ...

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Have Business Income? Start A SEP Plan For Tax And Retirement Savings Benefits

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Should You Invest Self-Directed IRA Assets In A Crowdfunding Platform?

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How The QCD Anti-Abuse Rule Could Affect Retirement And Charitable Giving Strategies

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Inherited IRAs Won't Stretch As Far As They Used To

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STRATA Trust Company

What You Should Know About The DOL’s Plan Asset Rules

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STRATA Trust Company Appears On The Compassionate Capitalist Podcast With Karen Rands

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