Will I receive an RMD notification for an inherited IRA?

No. STRATA does not calculate or provide RMD notifications for inherited IRAs.

Because beneficiary RMD requirements vary based on individual circumstances and IRS regulations, accountholders are responsible for determining any required distributions.

If you own an inherited IRA, we recommend consulting a qualified tax professional or financial advisor to calculate your RMD and ensure compliance with IRS requirements.

For more information, please see Section 3 of IRS Notice 2002-27.

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Why STRATA

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.