STRATA in the Community: CASA of McLennan County and the Salvation Army
We are all truly #BetterTogether. Volunteering our time and resources to causes we are passionate about is how we leave a lasting impact on our communities. STRATA Trust Company was...
STRATA in the Community: Food for Families
The holidays are an extremely busy time for food banks throughout Texas. Fortunately, each year various organizations come together to help collect food and keep them stocked through the winter...
DIY Investing? Tips & Resources to Avoid Scams
Self-directed IRA investors have found success with unconventional investments that oftentimes are able to outperform conventional mutual fund returns. With higher-return potential comes a greater risk of not only loss,...
STRATA In The Community: STRATA Employees Help Save 51 Lives!
Every three seconds, a person needs blood and a donation of one pint can save up to three lives. There is a limited supply, blood cannot be manufactured and is...
IRA TRUST Beneficiary Payment Options In Limbo
The SECURE Act of 2019 changed the payment options for most beneficiaries inheriting IRA assets after 2019, so that most beneficiaries are required to deplete inherited IRA assets within 10...
IRA Beneficiary Rules Still Need Clarification
The SECURE Act of 2019 changed the rules for beneficiaries inheriting tax-deferred retirement savings to require, in some cases, that assets be distributed (and taxed) more quickly following the IRA...
