Will STRATA Calculate My RMD for Me?

Yes, STRATA provides an estimated RMD calculation for the accounts you hold with us by January 31 each year. As a courtesy, we provide RMD reminders throughout the year as well. We strongly encourage our account holders to act early.

Note: Please make sure your account information is up to date, so you do not miss these reminders. If you need to update your account information, please use our Change of Address Form.