STRATA Trust Company

06/02/2026

Choosing the right IRA is an important step in building your retirement strategy.

From Traditional and Roth to SEP and SIMPLE IRAs, each option offers unique advantages depending on your goals. Our “Which IRA Is Right for You?” guide makes it easier to understand your choices and move forward with confidence.

Explore the guide:
https://hubs.li/Q04h28wx0

Your options are nearly endless when it comes to how to grow your retirement portfolio. Discover the tax advantages of IRAs.

06/01/2026

Thinking about investing in precious metals? STRATA’s latest Insights article breaks down how gold, silver, platinum, and palladium work in a self-directed IRA—plus key rules and considerations.

Read the full article:https://hubs.li/Q04jz2VV0

05/29/2026

No two IRAs are exactly alike, and choosing between a Roth and Traditional IRA can have a long-term impact on your retirement strategy. Our Roth vs. Traditional IRA calculator helps you visualize the potential differences so you can plan with greater confidence.

Try the calculator:
https://hubs.li/Q04h1XmX0

05/28/2026

Planning for retirement isn’t just about your future. It’s about the legacy you leave behind.
With the right estate planning strategy, your IRA can help support the people and causes that matter most. Taking time to understand your options today can make a meaningful difference for future generations.

Learn more about estate planning with IRAs:
https://hubs.li/Q04h018B0

05/27/2026

Precious metals can play a unique role in a diversified retirement strategy.

With a self-directed IRA, investors can include assets like gold and other metals but understanding the process is key. From selecting a dealer to ensuring proper storage, each step requires careful attention and due diligence. Taking time to learn the requirements can help you move forward with clarity and confidence.

Explore the checklist and get started:
https://hubs.li/Q04h1YSH0

A self-directed IRA (SDIRA) that holds precious metals investments presents an exciting option to diversify your retirement savings. Like with any SDIRA investment, it’s important to have a firm grasp on the process to ensure a smooth investment purchase.

05/26/2026

Need to transfer assets or take a distribution from your IRA?

Understanding the process is key to making informed decisions about your retirement funds. Our Knowledge Center breaks down STRATA’s streamlined distribution process so you can move forward with clarity and confidence.

Learn more:
https://hubs.li/Q04hS-QK0

05/25/2026

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 and remember with purpose.

05/22/2026

🌟 Notice to Our Valued Clients 🌟

In observance of Memorial Day, STRATA Trust Company will be closed on Monday, May 25 as we honor and remember those who served. We will resume normal business hours on Tuesday.
Wishing you a safe and meaningful holiday.

05/21/2026

“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.

05/20/2026

One of the most common and costly SDIRA mistakes happens before funding even begins: incorrect asset titling. Improper ownership language or signing documents personally instead of your IRA can lead to delays, added costs, and compliance risks.

Learn how to avoid these issues in our latest Insights article:
https://hubs.li/Q04hlHTm0

Properly titling self-directed IRA investments is essential to maintaining compliance and avoiding costly delays. This guide explains how IRA assets…