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STRATA In The Community: CASA of McLennan County

When children enter the foster care system because their home is no longer safe, CASA of McLennan County and its network of invested, compassionate Court Appointed Special Advocate (CASA) volunteers step...

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STRATA In The Community: The Shepherd’s Heart

The poverty rate in Central Texas is double the national average and accounts for over 30% of the population. 1 in 4 children under the age of 5 does not...

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STRATA’s Kelli Click Featured: “Can Alternative Investments Soften the Blow of Volatile Markets?”

Article originally published on TheStreet - It’s understandable if investors in 2020 are feeling a little bit dizzy. The year started off with stock market indices hitting new record highs in...

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SECURE Act 2.0

Legislation Watch: Secure Act 2.0, Are You Ready?

Sometimes change can be the catalyst for … more change. It’s been one year since the Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) kickstarted a...

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IS AGE 70½ STILL IMPORTANT FOR IRAS?

Beginning January 1, 2020, the SECURE Act changed several rules for IRAs and qualified retirement plans to help individuals save more for retirement. Two of those changes for IRAs not...

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2021 COLA Announcement: Impact on IRAs

SOME IRA LIMITS CHANGE for 2021 Each year, the amount you are permitted to contribute to an IRA or to deduct on your tax return for your contributions can change...

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