STRATA Trust Company

09/03/2026

💙 International Day of Charity is this Saturday, September 5.

As you think about the causes you care about, it's also a good reminder that year-end charitable planning is right around the corner. If you're age 70½ or older, a Qualified Charitable Distribution (QCD) from your IRA may help you support charitable organizations while potentially providing tax advantages.

Start planning now before the year-end rush.

Learn more: https://hubs.li/Q04w4Wsj0

Discover how Qualified Charitable Distributions (QCDs) let you combine philanthropy with tax savings. Learn eligibility rules, limits, and key steps to…

09/02/2026

A Self-Directed IRA can help expand your retirement investment options beyond traditional stocks and bonds. From real estate to private assets, greater flexibility comes with greater responsibility.

Staying informed about account rules and requirements can help you make confident investment decisions and avoid costly mistakes.

Learn more: https://hubs.li/Q04w4yVx0

Properly run SDIRAs can yield substantial benefits while potentially acting as a hedge against the performance of more traditional investments. And while…

09/01/2026

🍂 September is here, which makes it the perfect time to check in on your retirement goals. Have you reviewed your IRA contributions for 2026 yet?

Understanding current contribution limits and cost-of-living adjustments can help you maximize your retirement savings and stay on track for the future.

Learn more: https://hubs.li/Q04w3NWs0

08/31/2026

SEP IRA or SIMPLE IRA? Which retirement plan fits your business best?

Both options offer tax-advantaged retirement savings opportunities, but contribution limits, employer responsibilities, and plan flexibility can vary significantly.
Our latest article breaks down the key differences to help small business owners make a more informed decision.

📖 Read the article:
https://hubs.li/Q04vXZKz0

08/28/2026

👋 Ever wondered who STRATA is?

Think of us as the team behind thousands of self-directed retirement accounts, helping investors explore opportunities beyond traditional stocks and bonds.

Since 2008, STRATA has been empowering investors with the tools and support they need to take a more active role in their retirement journey.

Curious to learn more? Check out our STRATA at a Glance one-sheet for the highlights!
📄 https://hubs.li/Q04vLyV80

Created with the Heyzine flipbook maker

08/27/2026

Ready to invest beyond the traditional?
Getting started with alternative investments doesn't have to be complicated. STRATA Trust Company makes the process simple:

✅ Onboard your investment
✅ Fund your account
✅ Direct your investment

Explore our Investment Hub to learn how self-directed retirement accounts can help you invest in alternative assets with confidence.

🔗 https://hubs.li/Q04v2XyY0

08/26/2026

Knowledge is one of the best tools for growing your business and serving your clients.

If you're a financial professional looking to expand your offerings with self-directed investment solutions, STRATA Trust Company provides the custody services and educational resources you need to get started confidently.

Explore our Financial Professionals Knowledge Base and learn how STRATA can support your clients' alternative investment goals.

🔗 https://hubs.li/Q04v0c9M0

08/25/2026

Looking to expand your retirement portfolio beyond traditional stocks and bonds?

With a self-directed retirement account through STRATA Trust Company, you can explore a variety of alternative investments, including real estate, private equity, precious metals, and more.

Discover the possibilities and learn how self-direction can help align your retirement strategy with your investment goals.

🔗 https://hubs.li/Q04t_T5X0

08/24/2026

⭐️⭐️⭐️⭐️⭐️
"She stayed on the line to make sure I was able to open the encrypted document. It was a joy having her help me."

Providing timely, patient, and personalized support is what we strive for every day. Thank you, Shirley, for sharing your experience and for trusting STRATA with your self-directed retirement needs.

08/21/2026

Today, we celebrate the wisdom, accomplishments, and contributions of older Americans.

National Senior Citizens Day is a great reminder to reflect on the future, whether that means preparing for retirement, creating a legacy plan, or working toward lasting financial independence.

Here's to the generations who continue to inspire us every day.