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SELF-DIRECTED IRA INVESTORS MAY PROVIDE A LIFELINE FOR SMALL BUSINESSES IN THE POST-COVID ERA

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...

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How the QCD Anti-Abuse Rule Could Affect Retirement and Charitable Giving Strategies

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...

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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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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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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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No Double Dipping – New Laws for Deducting Charitable Contributions

Double dipping is uncouth when it comes to sharing food. But when it comes to tax laws, it’s typically prohibited – at least most of the time. For example, if...

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