2023 RMD Rules and Tips
As we approach the end of 2023, we may be distracted by other events. Kids and grandkids returning to school, preparing the house and yard for winter, thinking ahead to...
Maximize Self-Directed IRA Tax Benefits for Your Clients
The U.S. tax code is complex to say the least. This complexity results in little-known rules that can trip up an uninformed investor, but also in some hidden exceptions that...
Self-Directed IRA Investors May Provide a Lifeline for Small Businesses in the Post-Covid Era
As the global pandemic continues to unfold, small businesses are moving quickly to adapt to the new normal, working to maintain pace in their growth, stay in front of customers...
How the QCD Anti-Abuse Rule Could Affect Retirement and Charitable Giving Strategies
The SECURE Act became law on January 1, 2020 and made a number of changes to retirement plans that are beneficial to retirement savers and investors. One of these is the...
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...
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...
