Who Will Manage Your IRA If You Can’t?
“Hope for the best but prepare for the worst” is a motto many people live by. Having a plan for protection against unknown future possibilities can be comforting. Common measures...
STRATA In the Community: University High School “Make A Wish Come True” Program
Continuing a tradition of supporting causes that are important to us and to our community, STRATA Trust once again supported University High School’s annual “Make A Wish Come True” Program...
Why Investing in Alternative Assets Makes Sense in a Self-Directed IRA
The bull market for stocks is now 10 years old, having bottomed out in early March of 2009 in the wake of the financial crisis. While the direction of the...
STRATA In the Community: Caritas of Waco’s Annual Food Drive
Helping the community is a priority for STRATA Trust Company. Volunteering our time and resources to causes we are passionate about is very important to us. One of the many...
RMD Strategies for 2019 and Beyond
Beginning at age 70½ IRA owners are required to take annual withdrawals from their IRAs– whether they need the income or not. Tax laws require these annual payments to ensure...
IRA Contribution Limits for 2020
The IRS has announced the cost-of-living adjustments (COLAs) that will apply to tax-qualified retirement savings plans for the 2020 tax year. In some years, the increase in the cost-of-living index...
