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Feb 25, 22 (Updated: Jul 18, 22)

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1. Stratatrust.com
Legendary Rome, Italy 2 years ago

Leading self-directed IRA custodian for investors seeking to diversify their retirement portfolio with alternative investments - real estate, private equity ...

Social Handles

Page Status Information

Checked At HTTP Status Code Connect Time (ms) Result
2024-05-03 00:58:28 200 321 Page Active
2024-05-01 22:00:44 200 322 Page Active
2024-04-20 04:03:43 200 510 Page Active
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2. Vfmarkets.com
Reviewer 2 years ago

Securities Account Application - Vision Financial Markets

http://www.vfmarkets.com/wp-content/uploads/2018/11/STRATA_Trust_IRA_A...

Vision Financial Markets and STRATA Trust Company are separate and independent companies. ... ing IRA account held with another firm to your STRATA Trust.

5
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3. Trustpilot.com
Populist Vienna, Austria 2 years ago

STRATA Trust Reviews - Trustpilot

https://www.trustpilot.com/review/stratatrust.com

Strata Trust is a great company to do business with and their client services is second to none. They have my IRA funds thankfully.

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4. Bbb.org
Organizer Ilmenau, Germany 2 years ago

STRATA Trust Company | Complaints | Better Business ... - BBB

https://www.bbb.org/us/tx/waco/profile/financial-services/strata-trust...

STRATA serves only in the capacity of a directed IRA custodian, meaning that all accounts are self-directed by the account owner, and STRATA acts only upon ...

7
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5. Crunchbase.com
Refiner Paris, France 2 years ago

STRATA Trust Company - Crunchbase Investor Profile ...

https://www.crunchbase.com/organization/strata-trust-company

STRATA Trust Company is a top-tier national IRA custodian specializing in alternative investments. Waco, Texas, United States ...

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6. Glassdoor.com
Outspoken Limassol, Cyprus 2 years ago

Working at STRATA Trust | Glassdoor

https://www.glassdoor.com/Overview/Working-at-STRATA-Trust-EI_IE200113...

See what employees say it's like to work at STRATA Trust. Salaries, reviews, and more - all posted by employees working at STRATA Trust.

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7. Prnewswire.com
Teacher Brisbane, Queensland, Australia 2 years ago

gideon strategic partners to collaborate with strata trust ...

https://www.prnewswire.com/news-releases/gideon-strategic-partners-to-...
2
1
Populist 1 year ago

Self Directed IRA Services, Inc. Begins New Chapter As ...

https://www.prnewswire.com/news-releases/self-directed-ira-services-in...

With offices in Austin and Waco, Texas, STRATA Trust Company ("STRATA") has quickly catapulted to become a premier national custodian for ...

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8. Hvst.com
Teacher Noida, Uttar Pradesh, India 1 year ago

STRATA Trust Company - Harvest Exchange

https://www.hvst.com/page/strata-trust-company

Founded in 2008, STRATA Trust Company has built a reputation delivering streamlined and straightforward custody. Firm at a Glance. FIRM TYPE.

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9. Irei.com
Disciplined Israel 1 year ago

Self Directed IRA Services rebrands itself as STRATA Trust Co.

https://irei.com/news/self-directed-ira-services-rebrands-strata-trust...

STRATA will continue to serve investors looking to hold assets in real estate, private equity or debt, precious metals and more in their ...

3
1
10. Zoominfo.com
Organizer Berlin, Deutschland 1 year ago

STRATA Trust - Overview, News & Competitors | ZoomInfo.com

https://www.zoominfo.com/c/strata-trust-company-inc/419809119

View STRATA Trust (www.stratatrust.com) location in Texas, United States , revenue, industry and description. Find related and similar companies as well as ...

0
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11. Mbcstrategic.com
Refiner 1 year ago

STRATA Trust - MBC Strategic

https://mbcstrategic.com/portfolio/strata-trust/

STRATA Trust. STRATA is a self-directed IRA custodian, giving investors and advisors the opportunity to invest in and carve their own path to retirement ...

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12. Datanyze.com
Informed Munich, Germany 1 year ago

STRATA Trust Company Profile - Datanyze

https://www.datanyze.com/companies/strata-trust/419809119

Find contact information for STRATA Trust. Learn about their Finance market share, competitors, and STRATA Trust's email format.

3
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13. Bloomberg.com
Guru Sydney, Australia 1 year ago

Strata Trust - Company Profile and News - Bloomberg Markets

https://www.bloomberg.com/profile/company/3473170Z:US

Strata Trust operates as a special purpose entity. The Company was formed for the purpose of issuing debt securities to repay existing credit facilities, ...

1
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14. Indeed.com
Editor 1 year ago

Work for STRATA Trust Company, Inc.: Jobs and Careers

https://www.indeed.com/cmp/Strata-Trust-Company,-Inc.-1

Find out what works well at STRATA Trust Company, Inc. from the people who know best. Get the inside scoop on jobs, salaries, top office locations, ...

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15. Advisorperspectives.com
Teacher NYC 1 year ago

STRATA Trust Company - White Papers - Advisor Perspectives

https://www.advisorperspectives.com/white_papers/STRATA%20Trust%20Comp...

STRATA Trust Company was founded in 2008 as a wholly owned subsidiary of Horizon Bank, SSB. Based in Texas and formerly known as Self Directed IRA Services, ...

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Frequently Asked Questions

Does Vanguard offer self-directed IRA?

While major investment firms such as Vanguard and Fidelity Investments do not generally offer self-directed IRAs themselves, they will allow the transfer of your IRA funds to an established self-directed IRA custodian.

Where is Strata Trust Company located?

Texas

What is a self-directed IRA custodian?

A self-directed IRA is an IRA held by a custodian that allows investment in a broader set of assets than is permitted by most IRA custodians.

Recent Tweets By stratatrustco

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@StrataTrustCo Thinking of taking charge of your investments in 2023? Check out the investment options available to you at STRATA Trust Company: https://t.co/HatPBEFzGq #NewYearNewInvestments #RetirementGoals
2023-01-24 05:00:01
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@StrataTrustCo Explore how self-directing an IRA enables investors the flexibility to build a powerful investment strategy and take a deeper dive into IRA options available for individuals and business owners with our whitepaper, Which IRA Is Right for You: https://t.co/13HwYupJGx
2023-01-23 06:29:59
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@StrataTrustCo Some provisions of the recently passed SECURE Act 2.0 are effective in 2023, and others have delayed effective dates into 2024, 2025, and beyond. Learn more about these provisions and how they can affect your IRA: https://t.co/h0gecSqgeZ #IRA #SecureAct
2023-01-20 05:30:00
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@StrataTrustCo STRATA offers several financial calculators that can help you plan for how much income you will need in retirement, as well as help you decide how best to achieve your savings and tax-related goals: https://t.co/8B4RTUS50a #RetirementGoals
2023-01-19 05:01:12
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@StrataTrustCo Many experts suggest that at a minimum we should have at least 20% of our income dedicated to savings – reserving at least 10%-15% of those funds for retirement. It can be done, even in times of high inflation. Learn more: https://t.co/nCE1CmQ09z #RetirementGoals
2023-01-18 08:29:59
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@StrataTrustCo Not all custodians are created equal. Learn more about the role of an IRA custodian to better understand if your chosen IRA service provider is a custodian that is the right fit for you: https://t.co/8w4U4U3rak #IRA #IRAcustodian #STRATA
2023-01-17 05:00:00
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@StrataTrustCo Have a question about funding your IRA? Visit our Knowledge Center for answers to commonly asked IRA funding-related questions: https://t.co/k7U1n9bV3H #IRA #selfdirectedira
2023-01-16 10:44:59
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@StrataTrustCo A Roth IRA is a powerful tax-advantaged way to save for retirement. Use this calculator to find out how much your Roth IRA contributions could be worth at retirement, and what you would save in taxes. https://t.co/qBDkXYALoG #retirement #rothira #ira #retirementplanning #taxtips
2023-01-13 09:29:59
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@StrataTrustCo Learn about the do's and don'ts of self-directed IRAs (SDIRAs) from our resource on IRS Rules and Regulations: https://t.co/PDD17yPA2B
2023-01-12 06:06:59
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@StrataTrustCo The recently passed SECURE 2.0 Act contains at least two key provisions with age-specific changes. Learn more about these changes and their effects on RMDs and catch-up contributions in this educational article from PLANSPONSOR: https://t.co/u7hbnkgwPw #SecureAct #IRAupdates
2023-01-11 08:05:00
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@StrataTrustCo Looking for a New Year’s resolution that will benefit your retirement portfolio? STRATA’s 2023 IRA Calendar can help you commit to achieving one goal or task for your self-directed IRA each month. https://t.co/qq0OMdOK9K #IRA #selfdirectedIRA #retirementgoals
2023-01-10 05:00:00
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@StrataTrustCo Thank you, Richard, for your stellar review of STRATA Trust Company. Our team is committed to providing top-notch service to our clients and we are always happy to exceed our customers' expectations! #fivestar #weloveourclients #SDIRA #STRATA https://t.co/lu0S15lh8e
2023-01-09 05:00:02
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@StrataTrustCo Among the numerous investment options available, a recently revitalized asset is private bank stock investments. Learn more about this trending investment option: https://t.co/58gh95z4iY #NewYearNewInvestments #retirementgoals
2023-01-06 07:29:59
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@StrataTrustCo Thinking about investing in Real Estate with your Self-Directed IRA? Here are some pros and cons of Real Estate investments through your IRA. https://t.co/3C9sEjvL8L #NewYearNewInvestments #realestate #IRA #alternativeinvestments #investments
2023-01-05 05:00:01
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@StrataTrustCo Retirement planning is a critical part of your retirement journey – no matter your age. Our Retirement Income calculator can help you determine how much monthly income your retirement savings may provide you in your retirement: https://t.co/TNGFtSBm7p #RetirementGoals
2023-01-04 05:00:00
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@StrataTrustCo All IRAs offer a way to save for retirement, but do you know which one is right for you? Here is a breakdown of the different types of IRAs. https://t.co/rsMn39Cnmf #NewYearNewInvestments #alternativeinvesting #IRA #taxsavings
2023-01-03 06:30:00
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@StrataTrustCo Allowing investors to use their Self-Directed IRAs (SDIRAs) to invest in your offering opens a large source of funding for your investment deals. Learn more about the benefits of raising capital with SDIRAs: https://t.co/hAlVaGdJNO #NewYearNewInvestments #IRA #RaisingCapital
2023-01-02 05:00:00
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@StrataTrustCo Did you withdraw money or property from your IRA in 2022? This information may be helpful in understanding how IRA withdrawals are taxed and what forms you may need to file: https://t.co/YM57NUIgME #IRA #IRAwithdrawal #taxes #wrappingup2022
2022-12-30 09:59:59
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@StrataTrustCo STRATA Trust Company will be closed on Monday, January 2, 2023, in observance of the New Year holiday. We will resume regular business hours on Tuesday, January 3. #HappyNewYear #STRATA https://t.co/F4fAyCdP1D
2022-12-30 06:00:00
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@StrataTrustCo In the spirit of preparing for the new year, check out our article to learn how you can protect and maintain your retirement savings: https://t.co/IDCGRBeqEz #wrappingup2022 #tisthesavings
2022-12-29 06:00:00
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@StrataTrustCo UBTI occurs when a retirement account earns active business income, which is considered unrelated business income under federal tax law and is subject to its own tax. Find out if your IRA might owe UBTI or UDFI taxes: https://t.co/L63D2plbGY #ubti #udfi #taxes
2022-12-28 08:29:31
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@StrataTrustCo Among the numerous investment options available, a recently revitalized asset is private bank stock investments. Learn more about this unique investment option in our recent article: https://t.co/1t5plOp23O #SDIRA #AlternativeInvestments #CapitalRaising #PrivateEquity
2022-12-27 09:56:25
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@StrataTrustCo If you’re a sponsor or issuer, you probably already know that retirement account investors can be a major source of capital for your business. See how self-directed IRAs can increase your fundraising abilities in a number of ways: https://t.co/XYkErr27uJ #selfdirectedira
2022-12-26 04:00:01
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@StrataTrustCo One of the real joys of the Holiday Season is the opportunity to say THANK YOU and wish you and yours the very best! Happy Holidays from your friends at STRATA Trust Company. https://t.co/Ze3uZ6ldvA
2022-12-23 00:00:00
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@StrataTrustCo STRATA Trust Company will be closed on Friday, December 23 and Monday, December 26 to allow time for family and festivities during the Christmas holiday. We will resume regular business hours on Tuesday, December 27. Happy holidays! #STRATA https://t.co/YBaMaxH4N0
2022-12-22 00:00:00
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@StrataTrustCo A Roth IRA is a powerful tax-advantaged way to save for retirement. Use our Roth IRA Financial Calculator to find out how much your Roth IRA contributions could be worth at retirement, and what you would save in taxes. https://t.co/532s2bKHyt
2022-12-21 00:00:00
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@StrataTrustCo It’s important to understand that the rules have changed for how quickly IRA beneficiaries must withdraw inherited assets from IRAs. Learn more in our latest article: https://t.co/Oa2aTKfsMK #RMDseason #inheritedIRA #IRA
2022-12-20 00:00:00
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@StrataTrustCo Thank you, Jan, for your stellar review of STRATA Trust Company. Our team is committed to providing top-notch service to our clients and we are always happy to exceed our customers' expectations! #fivestar #weloveourclients #SDIRA #STRATA https://t.co/TZajEu5SAy
2022-12-19 00:00:00
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@StrataTrustCo Taxpayers will be permitted to save more in an IRA in 2023, and the contribution limits for those who participate in a SEP or SIMPLE IRA plan or other retirement plan at work will also be increasing. Take a look at these updated values in our article: https://t.co/Ewp8ZKcc6o
2022-12-16 00:00:00
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@StrataTrustCo All IRAs offer a way to save for retirement, but do you know which one is right for you? Here is a breakdown of the different types of IRAs. https://t.co/5GQAl6XVno
2022-12-15 00:00:00
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@StrataTrustCo You must take your RMD by December 31 if you are age 72 or older, but you have options on how you satisfy the annual payout requirement. Read more about the updates to this year’s RMD requirements: https://t.co/GAvgry9Wew #wrappingup2022 #RMDseason
2022-12-14 00:00:00
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@StrataTrustCo If you withdrew money from an IRA in 2022, you may end up owing taxes when you file your return. Here is some information that may be helpful in understanding the tax impact of IRA withdrawals. https://t.co/co3C3d0Kqk #wrappingup2022 #tisthesavings #RMDseason #Taxsavings
2022-12-13 00:00:00
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@StrataTrustCo Read about four accepted methods for taking your RMD that may help mitigate anticipated losses and/or avoid tax penalties in our latest article: https://t.co/euVPSiCrHc #wrappingup2022 #RMDseason #RMD #requiredminimumdistribution #ira #RothIRA #TraditionalIRA
2022-12-12 00:00:00
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@StrataTrustCo You can move your IRA assets from one IRA custodian to another at any time to suit your needs. Here are 10 tax-smart tips for moving your IRA assets to another IRA. https://t.co/1mYqaJDueU
2022-12-09 00:00:00
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@StrataTrustCo You might still have time to make changes that would affect your tax obligations for this year, and you can be confident in your saving strategy as you start 2023. Here are a few important questions to consider: https://t.co/T9qNTOO0UL #TaxSavings #wrappingup2022 #tisthesavings
2022-12-08 00:00:00
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@StrataTrustCo In remembrance of honor, courage, and commitment. Thank you to all who served. #PearlHarbor https://t.co/hQCDux8AAl
2022-12-07 00:00:00
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@StrataTrustCo With the new year approaching, now is the perfect time to establish new financial goals and diversify your portfolio. With that in mind, here is some information that might help you determine if investing in Real Estate is the right strategy for you. https://t.co/xUx6NjObxH
2022-12-06 00:00:00
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@StrataTrustCo Read about strategies for mitigating the effect of taxes on your retirement savings in our Tax-Smart IRA Strategies guide: https://t.co/1T5QFZaJAi
2022-12-05 00:00:00
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@StrataTrustCo If you’re a real estate agent, broker, or other professional, you can use your knowledge of the industry to make wise investments for yourself and your clients. Learn more: https://t.co/hoEskRY5s2
2022-12-02 00:00:00
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@StrataTrustCo Helping your child start an IRA could make for a great gift this holiday season. See the details of establishing a minor IRA in our latest Insights article: https://t.co/8UNnpJrc57 #wrappingup2022 #minorIRA #IRA #RothIRA #TraditionalIRA
2022-12-01 00:00:00
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@StrataTrustCo This November, STRATA was honored to support Food for Families for the second year in a row. Our employees collected 2,214 pounds of food items – more than doubling our numbers from last year! Thanks to all who helped us exceed our donation goals! #GivingTuesday #bettertogether https://t.co/CpF9P5bCbw
2022-11-29 00:00:00
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@StrataTrustCo Reminder! RMDs are due to STRATA by December 1. https://t.co/5qmoyYRN5z #RMD #deadline
2022-11-28 00:00:00
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@StrataTrustCo "When we give cheerfully and accept gratefully, everyone is blessed.” – Maya Angelou Happy Thanksgiving to all! In observance of the holiday, STRATA will be closed on Thursday, November 24, and Friday, November 25. We will resume regular business hours on Monday, November 28. https://t.co/qeYG0lXG27
2022-11-24 03:30:01
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@StrataTrustCo If you make an improper investment or transaction with your IRA, it could be disqualified. Read more about how you can avoid prohibited transactions in a self-directed IRA. https://t.co/zFo954LK6J #IRA #IRSrules #IRArules #taxreporting #IRAcontribution #IRAwithdrawal
2022-11-23 04:59:59
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@StrataTrustCo Check out our latest article for tips on avoiding a taxable transaction when you’re moving workplace retirement plan or IRA savings: https://t.co/aYoNSgkalY #IRArollover #rollover #Novembergoals
2022-11-22 07:00:00
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@StrataTrustCo In observance of the Thanksgiving holiday, STRATA will be closed on Thursday, November 24, and Friday, November 25. We will resume regular business hours on Monday, November 28. #Thanksgiving2022 #Thankfulforyou https://t.co/bRaLW6fAn9
2022-11-22 03:00:02
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@StrataTrustCo Once you have begun taking required minimum distributions (RMDs), you must take a distribution of at least the minimum required amount every year by December 31. Check out our article for some RMD regulatory updates and details: https://t.co/S9rt8t65Ak #RMD #distribution
2022-11-21 07:29:59
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@StrataTrustCo When you’re buying and selling investments for your self-directed IRA and time is of the essence, having checkbook control of your IRA assets can sound appealing—but it does come with increased risks. https://t.co/Xpy4lW0jHd #ira #sdira #selfdirectedira #checkbookcontrol
2022-11-18 09:00:00
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@StrataTrustCo @kwtx we are on our way! #FoodforFamilies https://t.co/E3v2fCyf6n
2022-11-18 04:25:42
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@StrataTrustCo Private debt is a unique opportunity for investors to capitalize on debt that’s incurred by individuals, companies, and corporations of varying sizes, giving you the ability to purchase the debt and collect the interest — all on a tax-advantaged basis. https://t.co/akQdcNO7A7
2022-11-17 05:29:59
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@StrataTrustCo We’re on the lookout for enthusiastic go-getters who are eager to learn and love to work with people. We have several different job openings in our Waco and Austin office. Join our team! https://t.co/pQyRXD3FM2 #BetterTogether #STRATA #JoinSTRATA
2022-11-16 08:59:59
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@StrataTrustCo Thank you, Carole, for your stellar review of STRATA Trust Company. Our team is committed to providing top-notch service to our clients and we are always happy to exceed our customers' expectations! #fivestar #weloveourclients #SDIRA #STRATA https://t.co/JZfirNUA2K
2022-11-15 08:00:01
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Updated
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Ilmenau, Germany
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Refiner
Paris, France
Level 8
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Limassol, Cyprus
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Brisbane, Queensland, Australia
Level 8
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