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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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Mitigating Taxes With a Qualified Charitable Distribution

We don’t normally think of giving money away as the best way to save money. But those who have reached the age when required minimum distributions (RMDs) must be taken...

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STRATA in the Community: Food for Families 2023

The holiday season is often an exceptionally busy time for Texas food banks – that’s why several organizations coordinate efforts to help collect food and keep those food banks stocked...

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A Review of the DOL Fiduciary Rule Rewrite

After years of wrestling with the best way to balance the needs of retirement plan savers with the investment industry’s compensation models, the Department of Labor has taken another crack...

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