STRATA's online account opening feature will be offline for system enhancements beginning at 5:00pm CT on Tuesday, September 29, 2020, through 7:00am CT on Wednesday, September 30, 2020.

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STRATA Trust Donates Two Thousand Dollars to Caritas of Waco

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...

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Cost of Living Adjustments for IRA Contributions

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...

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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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