STRATA Trust Company is a custodian of alternative assets, like real estate, crowdfunding investments and more in self-directed IRAs. RT/Follow ≠ endorsement.
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Gold, silver, platinum, and palladium may all have a place in a self-directed retirement strategy.
Learn more about precious metals investing through a self-directed IRA:
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#AlternativeInvestments #PreciousMetals #STRATA
Looking for answers about self-directed IRAs, funding options, distributions, or account management?
Visit the STRATA Knowledge Center for educational resources and helpful guides.
Learn more.👉🏼
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#SelfDirectedIRA #AlternativeInvestments #STRATA
ALT A laptop on a table with the STRATA Knowledgebase page on the screen and a persons hands on the keyboard.
Thank you, Nancy, for your 5-star review! ⭐⭐⭐⭐⭐
We're grateful for your trust and thrilled to hear we've been there for you "through thick and thin with a smile." Your support and recommendation mean the world to us.
#STRATA #ClientSuccess #ThankYou
Year-end tax planning starts now. Consider reviewing RMDs, Roth conversion considerations, QCDs, beneficiary designations, and contribution strategies before key deadlines arrive.
Visit STRATA's Insights Blog and Knowledge Center for more.
#STRATA #TaxPlanning
Looking for your next opportunity in financial services? STRATA Trust Company is hiring an Operations Associate in Waco, TX. Learn more about the role and apply today.
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#Hiring #WacoJobs #STRATA
Are you prepared for your 2026 Required Minimum Distribution (RMD) deadline? Our latest Insights article reviews key rules, deadlines, and considerations to help retirement account holders stay informed.
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#RMD #RetirementPlanning #STRATA
As Customer Service Week comes to a close, thank you to our team for their dedication and to our clients for their trust and feedback. We appreciate the opportunity to serve you.
#CustomerServiceWeek #STRATA #ServiceFirst #ClientExperience
Thank you, Rose, for your 5-star review! ⭐⭐⭐⭐⭐
We couldn't agree more. We're fortunate to have an amazing team and wonderful clients. Thank you for taking the time to share your experience with STRATA Trust Company.
#Trustpilot #ClientExperience #CustomerServiceWeek
Today is World Financial Planning Day.
Take time to learn how alternative assets may help diversify a retirement portfolio and expand your investment knowledge.
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#WorldFinancialPlanningDay #RetirementPlanning #AlternativeInvestments #STRATA
ALT A family sitting in a kitchen reviewing finances an planning for the future.
This Customer Service Week, we thank the financial professionals who trust STRATA with their self-directed IRA custody needs and the clients we are privileged to serve.
Learn more 👉🏼 hubs.li/Q04zdf6h0
#CustomerServiceWeek #FinancialProfessionals #STRATA
Customer Service Week celebrates the people who put clients first.
At STRATA, our Service First & Client Centric Bedrock Value means listening, anticipating needs, and delivering exceptional service with every interaction.
Read more: hubs.li/Q04zbm7Z0
#CustomerServiceWeek
ALT a business man holding wooden blocks with the words Service First and Client Centric showing.
We're at #ADISA2026!
Visit Booth 100 to meet the STRATA team and learn more about our Alternative Asset Custody Toolkit for financial professionals and investment sponsors.
Together We Climb!
📍 Booth 100
#SDIRA #AlternativeAssets #STRATA
"Great service isn't a department. It's a commitment."
At STRATA, we're proud to help clients navigate self-directed retirement investing with knowledgeable support, educational resources, and a commitment to service every step of the way.
#CustomerServiceWeek
Q3 is wrapping up. Have you reviewed your retirement and tax planning strategy lately?
Take another look at STRATA's Tax-Smart Strategies Guide and explore tax-aware planning considerations that may help you prepare for 2027.
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#RetirementPreparedness
October is National Retirement Preparedness Month.
Follow along all month as we share retirement planning tips, educational resources, and insights to help you stay focused on your long-term goals and retirement readiness.
#RetirementPlanning #FinancialEducation #moreoptions
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Private lending through an SDIRA can offer income potential, but compliance mistakes can be costly. Learn 5 common SDIRA lending mistakes and how proper planning may help avoid them.
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#SDIRA #PrivateLending #RetirementInvesting #AlternativeInvestments
Considering a new alternative investment for your self-directed retirement account?
Learn how STRATA's Investment Onboarding process helps review custody eligibility and prepare your investment for the next step.
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#SelfDirectedIRA #AlternativeInvestments
ALT The Onboarding page of the STRATA website is being displayed on a tablet while a person works at a desk.
Ready to fund your self-directed IRA?
Learn about transfers, rollovers, and other funding options that may help reduce unnecessary tax exposure when moving retirement assets.
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#MoreOptions #MoreControl #SDIRA #STRATA
ALT A woman looking at the Fund Your Account page of the STRATA website on her phone.
A helpful resource for financial professionals working with self-directed retirement accounts.
Explore educational content, guides, and answers to common questions in the STRATA
Financial Professionals Knowledge Base:
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#SDIRA #FinancialProfessionals
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"My experience with STRATA has been exceptional, easy, and timely! I highly recommend them."
Thank you, Wendy, for the kind words and for sharing your experience.
#GoogleReview #ClientExperience
