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Compliance Training

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...

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Rolling over retirement savings

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...

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Inherited an IRA? Understand Your Options

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 the IRA owner’s death....

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Can the IRS take my IRA

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...

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Waco Cultural Arts Fest

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...

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Will my IRA affect my social security benefits?

While most retirees depend on their Social Security benefits for retirement income, Social Security was never intended to be a worker’s sole source of income during the retirement years. Social...

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