Why Investing in Alternative Assets Makes Sense in a Self-Directed IRA
The bull market for stocks is now 10 years old, having bottomed out in early March of 2009 in the wake of the financial crisis. While the direction of the...
STRATA In the Community: Caritas of Waco’s Annual Food Drive
Helping the community is a priority for STRATA Trust Company. Volunteering our time and resources to causes we are passionate about is very important to us. One of the many...
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...
