We are continuing to actively monitor the developing COVID-19 (Coronavirus) situation. We want to assure our clients that we are taking preventative measures to ensure that there are no disruptions in service. To that end, we are prepared to leverage remote technology, alternate work locations for employees and detailed continuity plans to continue to support critical operations.

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UBTI and UDFI Tax Considerations for IRA Owners

IRAs are a great shelter for growing investments tax-deferred (in a Traditional IRA) or even tax-free (in a Roth IRA). However, there are instances in which the income produced by...

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Have You Turned in Valuations for Your Alternative Investments?

Alternative investments are sought after by self-directed IRA investors for many reasons, including the opportunity to invest in tangible assets and assets whose values are not tied to the stock...

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2020 IRA Deadlines

It’s A Date! Managing Your Self-Directed IRA in 2020

Each year seems to fly by faster than the year before. Important dates and deadlines can swoosh past with little warning. To help you manage your self-directed IRA in 2020,...

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RMD Strategies

Beginning at age 72 (or 70½ if you turned 70½ on or before December 31, 20191) IRA owners are required to take annual withdrawals from their IRAs– whether they need...

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Increasing Life Expectancies Lead to Lower RMDs

Increasing Life Expectancies Lead to Lower RMDs

According to the current Administration, polling shows that nearly half of Americans are concerned they will not have enough money to live on during retirement.1 One proposal for addressing this...

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STRATA Trust Company Gives to CASA of McLennan County Toy and Gift Drive

STRATA In The Community: CASA Holiday Toy & Gift Drive

Each holiday season, CASA of McLennan County invites organizations and individuals to provide gifts for children in the foster care system. This annual project is a wonderful opportunity for STRATA...

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