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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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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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Can I Save More in 2022?

If you’re saving for retirement in a tax-qualified vehicle like an IRA or an employer’s retirement plan, you probably understand the tax benefits associated with these types of accounts. You...

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