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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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Raising Capital For New Investment Opportunities?

As an investment sponsor raising capital for startups, venture capital groups, and other private equity or debt investments, you rely on finding qualified investors. Many IRA owners have funds that...

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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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Will I Owe Tax On My IRA Withdrawal?

“Will I owe more in taxes?” is a question a lot of us are asking as we head into the 2021 tax season. If you withdrew money from an IRA...

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Benefits of Pre-Tax Retirement Savings

As another year comes to a close, you may be wondering if your tax return will come with an income tax liability or a refund. You might still have time...

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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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