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]

This World Kindness Day, consider how charitable giving can support causes you care about while fitting into your retirement and legacy planning goals.

Learn more: https://t.co/m14IvMtY6n

#WorldKindnessDay #CharitableGiving

[STRATA Trust Company @StrataTrustCo]

Investing in private funds through a SDIRA? Be prepared for capital calls. Understanding funding obligations, liquidity needs, and processing timelines can help you avoid costly mistakes.

Learn more: (https://t.co/QIc36uzb0W)

#SelfDirectedIRA #AlternativeInvestments

[STRATA Trust Company @StrataTrustCo]

Today, we honor all those who serve and have served our country with courage, dedication, and sacrifice. Your commitment has helped protect the freedoms we enjoy every day.

Thank you for your service and the sacrifices you've made.
#VeteransDay #STRATA

[STRATA Trust Company @StrataTrustCo]

Have you reviewed your Roth IRA contributions for the year?

Before year-end, check your eligibility, contribution amount, and retirement savings goals to make the most of your planning strategy.

https://t.co/I3ynu2nBym

#RothIRA #RetirementPlanning

[STRATA Trust Company @StrataTrustCo]

Year-end is a good time to review RMD requirements and tax planning considerations. If you've inherited an IRA, understanding beneficiary IRA rules can help you avoid costly mistakes.

Learn more: https://t.co/WW9MezolPP

#InheritedIRA #RMD #STRATA

[STRATA Trust Company @StrataTrustCo]

💬 What does a great client experience look like?

For Wendy, it meant smooth transactions and knowledgeable associates available when guidance was needed. Reviews like this remind us why we strive to deliver exceptional service every day.

#GoogleReview #ClientExperience

[STRATA Trust Company @StrataTrustCo]

🧩 Planning your investments for the new year?

Understanding the role of a qualified custodian is an important part of investing through a self-directed retirement account.

https://t.co/5jii4rKAaY

#SelfDirectedIRA #AlternativeInvesting #STRATA

[STRATA Trust Company @StrataTrustCo]

⏳ Have you maximized your retirement contributions for the year?

Review your Traditional IRA strategy and see how additional contributions could impact your future savings.

https://t.co/di0jz12UN1

#TraditionalIRA #RetirementPlanning #STRATA

[STRATA Trust Company @StrataTrustCo]

📋Have you reviewed your IRA beneficiaries lately?

An outdated beneficiary designation can lead to unintended results. Take a few minutes to ensure your account reflects your current wishes.

Case study: https://t.co/0eksuKZkBr

#IRA #RetirementPlanning #EstatePlanning

[STRATA Trust Company @StrataTrustCo]

🍂 Welcome to November!

It's National Retirement Security Month, the perfect time to review your retirement goals, assess your savings strategy, and plan for the future you want.

Learn more: https://t.co/eBEcoE0G0G

#RetirementPlanning #RetirementSecurity #SelfDirectedIRA

[STRATA Trust Company @StrataTrustCo]

⏰ Don’t forget — Daylight Saving Time ends this Sunday!

Set your clocks back one hour before you head to bed Saturday night and enjoy that extra hour of rest. 🍂

#DaylightSavingTime #FallBack #TimeChange

[STRATA Trust Company @StrataTrustCo]

Wishing you a safe and Happy Halloween weekend!

#Halloween2026 #Strata

[STRATA Trust Company @StrataTrustCo]

Planning an IRA distribution? Understanding tax withholding rules can help you make more informed retirement decisions and avoid surprises at tax time.

Read the latest Insights article:
https://t.co/ByxgRIIIPU

#SelfDirectedIRA #RetirementPlanning #STRATA

[STRATA Trust Company @StrataTrustCo]

Looking to expand your services and support clients with greater investment flexibility? Learn how self-directed retirement accounts and an experienced, qualified custodian can complement your practice.

https://t.co/aaTzN8rQrr

#STRATA #FinancialProfessionals #SelfDirectedIRA

[STRATA Trust Company @StrataTrustCo]

Before the year ends, take a few minutes to see how additional retirement contributions may affect your future savings.

Try STRATA's Financial Calculators:
https://t.co/4leJn2P3Sb

#STRATA #RetirementPlanning

[STRATA Trust Company @StrataTrustCo]

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:
https://t.co/uHVFnPQWE1

#RetirementPlanning #STRATA

[STRATA Trust Company @StrataTrustCo]

Life changes. Your beneficiaries should too.

An outdated IRA beneficiary designation could lead to unintended consequences for your heirs.

Read the case study:
https://t.co/1Hs0FPKeRH

#RetirementPlanning #IRA #EstatePlanning #Beneficiaries #STRATA

[STRATA Trust Company @StrataTrustCo]

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.

https://t.co/KEG6KjqpQ7

#FraudAwareness #STRATA

[STRATA Trust Company @StrataTrustCo]

Three steps. One goal.

✅ Open an account
✅ Fund your account
✅ Invest in alternative assets

Get started today:
https://t.co/MstuGc7tsT

#RetirementPlanning #SelfDirectedIRA #STRATA

[STRATA Trust Company @StrataTrustCo]

Support causes you care about while incorporating charitable giving into your retirement planning strategy.

Learn how Qualified Charitable Distributions work:
https://t.co/dqnHw46FzH

#CharitableGiving #RetirementPlanning #STRATA