IRA Contribution Limits for 2020
The IRS has announced the cost-of-living adjustments (COLAs) that will apply to tax-qualified retirement savings plans for the 2020 tax year. In some years, the increase in the cost-of-living index...
STRATA Trust Participates in Corporate Compliance & Ethics Week
One of STRATA Trust Company’s bedrock values is Integrity. Our business is grounded in trust. We’re proud of what we stand for: a great work ethic, morals, honesty, respect, and...
Rolling Over Retirement Savings
If you’ve recently changed jobs or retired and left behind retirement savings in your former employer’s retirement plan, you’re eligible to move those assets out of your former employer’s plan...
Inherited an IRA? Understand Your Options
Revised September 20, 2020 Because IRA owners receive tax benefits for saving in an IRA while they’re alive, the IRA tax laws require that IRA savings must be distributed after...
Can the IRS take my IRA?
Monarchies and governments have been collecting taxes since Pharaohs ruled ancient Egypt. The methods for collecting tax may have changed through the years, but a state or federal taxing agency...
STRATA In the Community: Waco Cultural Arts Fest
Engaging with art is essential to the human experience. Almost as soon as motor skills are developed, children communicate through artistic expression1. STRATA Trust believes in supporting the arts and...
