STRATA Trust Company

06/24/2026

We’re proud to deliver an experience our clients can count on. ⭐️⭐️⭐️⭐️⭐️

“Organized, thorough and patient… extremely knowledgeable of job processes.”
Thank you to our clients for sharing their feedback and trusting STRATA with their self-directed IRA journey.

06/23/2026

Have questions about your self-directed IRA? You don’t have to figure it out alone.
With STRATA’s Book a Meeting option, you can schedule time directly with our team at your convenience. Get your questions answered, learn more about our services, and take your next step with confidence.

Start here: https://hubs.li/Q04m9DHV0

06/22/2026

Private lending remains a popular strategy within self-directed IRAs, but it comes with important rules that investors need to understand. Our latest Insights article walks through how SDIRA lending works, key compliance considerations, and how to help protect your retirement account.

Read more: https://hubs.li/Q04m8MhC0

Private lending within a self-directed IRA can provide consistent income potential, but it must be structured carefully to meet IRS requirements. This…

06/18/2026

In honor of the federal holiday, Juneteenth National Independence Day, STRATA offices will be closed on Friday, June 19. During this time of reflection and celebration, we wish you and your family all the best.

06/17/2026

Understanding the rules is an important part of making confident investment decisions.

With a Self-directed IRA, staying informed about IRS guidelines and regulations helps you protect your retirement strategy and avoid costly mistakes. STRATA provides the resources you need to stay on track.

Explore the rules and regulations:
https://hubs.li/Q04lt3_R0

06/16/2026

Are you a financial professional looking to expand the services you offer your clients?

Alternative investments through a self-directed IRA can open the door to greater diversification and new investment options. Discover how STRATA Trust Company can support your strategy with custodial services built for flexibility.

Learn more: https://hubs.li/Q04lqvBf0

06/15/2026

Considering using an LLC within your Self-Directed IRA? It can offer flexibility and control, but it’s important to understand the rules and potential tradeoffs.

Explore the pros and cons before you get started:
https://hubs.li/Q04lqFV50

06/12/2026

At STRATA, we believe a strong workplace culture is the foundation for success.

From professional growth opportunities to a collaborative team environment, we are committed to empowering our employees every step of the way.
If you are looking for a place to grow your career while making an impact, STRATA could be the right fit for you.

Explore current opportunities:
https://hubs.li/Q04kwnGV0

06/11/2026

Naming a beneficiary for your IRA is one of the most important steps in protecting your legacy. But do your beneficiaries know what to expect?

Understanding the rules and responsibilities can help ensure a smooth transition and avoid costly mistakes.

Learn what IRA beneficiaries need to know:
https://hubs.li/Q04kx5BS0

06/10/2026

Our latest Insights article is here.

A mid-year check-in can make a big difference for your self-directed IRA. From contributions and liquidity to valuations and key deadlines, a proactive review now can help you stay organized and avoid year-end stress.

Read the latest from STRATA:
https://hubs.li/Q04kX3cg0

Review your self-directed IRA with confidence using these mid-year planning tips. Learn how to approach contributions, evaluate liquidity for alternative…