STRATA Trust Company is a custodian of alternative assets, like real estate, crowdfunding investments and more in self-directed IRAs. RT/Follow ≠ endorsement.
Joined September 2015
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Looking for a workplace that values growth, collaboration, and purpose? STRATA is committed to building a team where employees thrive.
See open roles: hubs.li/Q04kzS6V0
#WorkWithSTRATA #Careers #STRATA
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IRA beneficiaries have important responsibilities and decisions to make. Knowing the rules can help avoid delays and unexpected taxes.
Learn what to expect: hubs.li/Q04kwsSg0
#RetirementPlanning #STRATA
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New Insights article from STRATA: Mid-year is the perfect time to review your self-directed IRA. Stay ahead of deadlines, check liquidity, and keep your strategy aligned with your goals.
Read more: hubs.li/Q04kX4540
#Insights #SelfDirectedIRA #AlternativeInvestments
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Your retirement portfolio doesn’t have to be one-size-fits-all. Self-directed IRAs open the door to more investment choices and greater control.
Explore your options: hubs.li/Q04kwZgN0
#MoreOptions #MoreControl #STRATA
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Before buying precious metals for your IRA, do your homework. Dealer reputation, pricing transparency, and storage options all matter.
Start here: hubs.li/Q04kw-B80
#PreciousMetals #STRATA
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Looking to fund your self-directed IRA while minimizing tax exposure?
Learn the best ways to initiate a transfer or rollover and make your money work smarter.
Explore your options:
hubs.li/Q04k4B_V0
#moreoptions #morecontrol #selfdirectedira #sdira #STRATA
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We’re proud to share this 5-star feedback from Dennis S. ⭐⭐⭐⭐⭐
“Knowledgeable of procedures, worked quickly and accurately. Patient, friendly, and very helpful. Well done.”
Thank you for trusting STRATA Trust Company!
#STRATA #5Stars #weloveourclients
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Financial professionals: looking for resources to support client conversations on alternative investments?
Explore STRATA’s Knowledge Center built for you:
hubs.li/Q04hHBdN0
#FinancialProfessionals #ALToptions #STRATA
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Not sure which IRA fits your goals?
Our “Which IRA Is Right for You?” guide breaks down Traditional, Roth, SEP, and SIMPLE options to help you decide with confidence:
hubs.li/Q04h2qYL0
#MoreOptions #MoreControl #IRA #STRATA
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STRATA’s latest Insights article explores holding precious metals in your self-directed IRA—covering IRS rules, storage, and key roles. Start with the essentials: hubs.li/Q04jz0CQ0
#SelfDirectedIRA #PreciousMetals #AlternativeInvestments #Diversification
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No two IRAs are alike.
See how a Roth vs. Traditional IRA could impact your retirement with our easy-to-use calculator:
hubs.li/Q04h1CnR0
#IRAcalculator #RothIRA #TraditionalIRA #STRATA
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The right estate strategy can help your IRA support future generations. Start planning with confidence:
hubs.li/Q04hS-7B0
#RetirementReady #ALToptions #STRATA
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Precious metals can diversify your retirement strategy, but understanding the process matters. From dealer selection to storage requirements, due diligence is key.
Explore the checklist:
hubs.li/Q04hT6ws0
#RetirementReady #ALToptions #PreciousMetals #STRATA
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Need to transfer assets or take a distribution from your IRA?
Our streamlined process is designed for clarity and ease. Learn what to expect in our Knowledge Center:
hubs.li/Q04h00Kw0
#IRAdistribution #RetirementReady #ALToptions #STRATA
ALT A laptop on a table with the STRATA Knowledgebase page on the screen and a persons hands on the keyboard.
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Today, we pause to honor and remember the brave men and women who gave everything in service to our country.
Their sacrifice is the foundation of the freedoms we enjoy every day. On this Memorial Day, we reflect with gratitude.
#MemorialDay #RememberAndHonor #STRATA
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🌟 Memorial Day Notice 🌟
STRATA Trust Company will be closed Monday, May 25, in observance of Memorial Day. We’ll reopen on Tuesday with normal business hours.
Wishing you a safe and meaningful holiday.
#MemorialDay #STRATA
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“Excellent at their work” ⭐⭐⭐⭐⭐
We’re proud to be recognized for delivering friendly, professional service. Thank you for the kind words and trust in STRATA Trust Company.
#RetirementReady #ALToptions #CustomerExperience #STRATA
ALT A 5-star Google Review
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A common SDIRA mistake happens before funding: incorrect titling.
Signing personally or missing IRA ownership language can delay deals and create compliance risks.
Learn how to avoid it in our latest Insights article: hubs.li/Q04hlwPG0
#STRATA #SDIRA #IRACompliance
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Ready for your next career move?
STRATA is growing and looking for talented professionals to join our team. Explore opportunities and take the next step in your career:
hubs.li/Q04g-dZ90
#Careers #STRATA #RetirementReady #ALToptions
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A self-directed IRA expands your investment possibilities beyond stocks and mutual funds.
From real estate to private equity, more choice starts with informed decisions.
Explore your options:
hubs.li/Q04gZXGj0
#RetirementReady #ALToptions #STRATA
ALT The word Alternative Investments is written on notebook paper with a calculator and hand-drawn charts on the desktop.
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