SDIRA Tax Tip: Don’t Overlook Your 1099-R and FMV
After the end of each calendar year, your IRA custodian must provide certain information about your IRA to you and to the IRS. Two of these communications are due by...
Clever SDIRA Tax Strategies Start With Your RMD Notice
The laws for tax-qualified retirement savings require that IRA owners begin taking at least a minimum amount from their IRAs each year at age 72. If you will be age...
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...
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...
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...
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...
