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Secure Act 2.0 Progress Update: Halfway There

“SECURE ACT 2.0” has been in the news for so long, some people may no longer believe in its potential to become law—legislators were talking “2.0” within months after the...

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STRATA’s Patrick Hagen Featured: “Congressional Effort to Eliminate Alternative Investments from IRAs Wouldn’t Make Sense”

Article originally published on TheStreet – Although it might have flown under the radar of the average American, a recent version of the Build Back Better bill contained provisions that stood...

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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...

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What SDIRA Investors Need to Know About 2021 and 2022 RMDs

If you are age 72 or older, you are required to take a minimum distribution from your Traditional, SEP, and SIMPLE IRAs each year. Those who were age 70½ by...

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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...

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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,...

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