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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Before the year ends, take a few minutes to see how additional retirement contributions may affect your future savings.
Try STRATA's Financial Calculators:
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#STRATA #RetirementPlanning
ALT A person working on a laptop computer and using the RMD calculator on the STRATA Trust Company website.
Inflation can impact the purchasing power of retirement savings over time.
Learn how diversification and self-directed retirement accounts may fit into a long-term retirement strategy:
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#RetirementPlanning #STRATA
Life changes. Your beneficiaries should too.
An outdated IRA beneficiary designation could lead to unintended consequences for your heirs.
Read the case study:
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#RetirementPlanning #IRA #EstatePlanning #Beneficiaries #STRATA
Investor education is one of the best defenses against fraud.
As a member of RITA, STRATA is committed to helping investors recognize red flags and make informed decisions.
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#FraudAwareness #STRATA
Three steps. One goal.
✅ Open an account
✅ Fund your account
✅ Invest in alternative assets
Get started today:
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#RetirementPlanning #SelfDirectedIRA #STRATA
ALT Graphic showing STRATA Trust Company’s Open, Fund, Invest process for self-directed IRA investing, with icons and a person using a laptop
Support causes you care about while incorporating charitable giving into your retirement planning strategy.
Learn how Qualified Charitable Distributions work:
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#CharitableGiving #RetirementPlanning #STRATA
Changing jobs or reviewing an old 401(k)? A rollover may offer expanded investment flexibility, account consolidation, and access to alternative assets through a Self-Directed IRA (SDIRA). Learn more:
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#SelfDirectedIRA #RetirementPlanning #401kRollover
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
