STRATA Trust Company

STRATA Trust Company is a custodian of alternative assets, like real estate, crowdfunding investments and more in self-directed IRAs. RT/Follow ≠ endorsement.

[STRATA Trust Company @StrataTrustCo]

Financial professionals: looking for resources to support client conversations on alternative investments?

Explore STRATA’s Knowledge Center built for you:
https://t.co/o87ju0QFmy

#FinancialProfessionals #ALToptions #STRATA

[STRATA Trust Company @StrataTrustCo]

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:
https://t.co/unAtTJHNQZ

#MoreOptions #MoreControl #IRA #STRATA

[STRATA Trust Company @StrataTrustCo]

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: https://t.co/fngQen4btW

#SelfDirectedIRA #PreciousMetals #AlternativeInvestments #Diversification

[STRATA Trust Company @StrataTrustCo]

No two IRAs are alike.

See how a Roth vs. Traditional IRA could impact your retirement with our easy-to-use calculator:
https://t.co/mBtY5AAok4

#IRAcalculator #RothIRA #TraditionalIRA #STRATA

[STRATA Trust Company @StrataTrustCo]

The right estate strategy can help your IRA support future generations. Start planning with confidence:
https://t.co/u5Lsb36cJG

#RetirementReady #ALToptions #STRATA

[STRATA Trust Company @StrataTrustCo]

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:
https://t.co/Q8BipNVLsF

#RetirementReady #ALToptions #PreciousMetals #STRATA

[STRATA Trust Company @StrataTrustCo]

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:
https://t.co/o5l5y3wfjb

#IRAdistribution #RetirementReady #ALToptions #STRATA

[STRATA Trust Company @StrataTrustCo]

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

[STRATA Trust Company @StrataTrustCo]

🌟 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

[STRATA Trust Company @StrataTrustCo]

“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

[STRATA Trust Company @StrataTrustCo]

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: https://t.co/8klyWcA5Jv

#STRATA #SDIRA #IRACompliance

[STRATA Trust Company @StrataTrustCo]

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:

https://t.co/MTYWxzHatN
#Careers #STRATA #RetirementReady #ALToptions

[STRATA Trust Company @StrataTrustCo]

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:
https://t.co/4HX8xTNX8z
#RetirementReady #ALToptions #STRATA

[STRATA Trust Company @StrataTrustCo]

Today is Senior Fraud Awareness Day.

Understanding how fraud can target retirement accounts is an important step in protecting yourself. Learn common fraud tactics, warning signs, and practical steps investors can take to stay informed.
https://t.co/texzLuVLu0
#ProtectYourself

[STRATA Trust Company @StrataTrustCo]

Fraud doesn’t always start with obvious red flags.

Pressure to act quickly, unsolicited requests, or secrecy around financial decisions are signs worth slowing down and questioning.

Learn more:
https://t.co/vFUpGiRcLy

#STRATA #FraudPrevention

[STRATA Trust Company @StrataTrustCo]

Heads up! STRATA Trust Company will file IRS Form 5498 with the IRS and make a copy available to you on or before May 31. Learn what this important form covers and why it matters for your retirement account.

https://t.co/0aPySv1Ouf or

#sdira #form5498 #retirementready

[STRATA Trust Company @StrataTrustCo]

Five stars and words we love to hear. ⭐⭐⭐⭐⭐
“What a team! Friendly and SUPER efficient service.” Thank you, Melanie, for the Trustpilot review and for trusting STRATA Trust Company.

#FiveStars #Trustpilot #weloveourclients

[STRATA Trust Company @StrataTrustCo]

Can your IRA invest in startups? Self-directed IRAs may allow alternative investments like startups, but there are important rules and risks to understand first.

Learn more in our latest Insights article:
https://t.co/nTzCQPNGyn

#SelfDirectedIRA #AlternativeInvestments

[STRATA Trust Company @StrataTrustCo]

Strong small businesses are built on teamwork. STRATA provides SEP and SIMPLE IRA custody and administration services to help owners offer retirement benefits that support employees and long-term goals.

Get started: https://t.co/rmjK44iPzD

#SmallBusiness #RetirementBenefits

[STRATA Trust Company @StrataTrustCo]

SEP and SIMPLE IRAs make it easier for small businesses to offer retirement benefits. See how these savings vehicles could impact your retirement with STRATA Trust Company’s Savings Calculator:

https://t.co/VlT4awcKWf

#SmallBusiness #RetirementPlanning #SEPIRA #SIMPLEIRA