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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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Additional Clarity for CARES Act Retirement Plan Provisions

The Coronavirus Aid, Relief, and Economic Security (CARES) Act, signed into law in March of 2020, included a number of provisions affecting retirement plans and IRAs. The IRS has provided...

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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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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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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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Legislation Watch: 3 Changes That May Impact IRAs

  Congressional Democrats have proposed changes to the laws governing individual retirement accounts (IRAs) as part of their $3.5 trillion reconciliation package. The 881 pages of proposed tax legislation cover...

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