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2023 IRA Distribution Reporting: IRS Form 1099-R

If you took a distribution from your self-directed IRA (SDIRA) in 2023, you will receive an important tax form toward the start of 2024. IRS Form 1099-R, Distributions From Pensions,...

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Tax-Smart IRA Strategies for 2024

The upcoming new year brings with it an opportunity to discuss more than just last year’s investment performance with your financial planning clients. Taxes are a critical element of retirement...

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2023’s Impact on Retirement Strategies

As we approach the start of a new year, you may benefit from a few observations about your retirement plans and investments. 2023 has been a unique year to say...

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Your 2024 IRA Calendar

A self-directed IRA (SDIRA) has the potential to greatly benefit your retirement goals – but being proactive is key to easy management.  With the new year approaching, there’s no time...

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STRATA in the Community: Adopt-a-Park

Located in the heart of central Texas, the city of Waco is the proud location of one of STRATA Trust Company’s two offices. STRATA is always looking for ways to...

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A Comparison of IRAs and 401(k)s

Since first becoming available through the Revenue Act of 1978, 401(k) plans have become the predominant retirement plan for private-sector employers. IRAs have been around for even longer, since 1975....

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