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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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IRA Power of Attorney

Who Will Manage Your IRA If You Can’t?

“Hope for the best but prepare for the worst” is a motto many people live by. Having a plan for protection against unknown future possibilities can be comforting. Common measures...

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STRATA Trust gives to UHS Make A Wish Come True Program

STRATA In the Community: University High School “Make A Wish Come True” Program

Continuing a tradition of supporting causes that are important to us and to our community, STRATA Trust once again supported University High School’s annual “Make A Wish Come True” Program...

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