Are you ready for an exciting career? STRATA has an immediate opening for an experienced Director of Relationship Management in our Waco office. To excel in this role, you must possess strong communication and interpersonal skills, energetic team management and coaching abilities, and a solid passion for helping others. Apply now to embark on a fulfilling career journey with STRATA. #hiring #workwithus https://lnkd.in/gnxSKVkf
STRATA Trust Company
Financial Services
Austin, TX 1,832 followers
Empowering investors to carve their own path to retirement.
About us
In today’s competitive financial environment, we know that you have a lot of options to choose from in the retirement services marketplace. We take pride in empowering investors to reach their retirement goals by providing administration and custody of alternative and traditional assets. It’s our mission to provide the highest level of customer service, attention to detail and dedication to satisfy your long-term needs. STRATA Trust Company was founded in 2008 as a wholly-owned subsidiary of Horizon Bank, SSB. Formerly known as Self Directed IRA Services, Inc., we’ve rebranded and launched a new website, but what hasn’t changed is our commitment to provide outstanding client service and investment flexibility. (Content shared on this page is intended to be informational and does not constitute endorsements for investments or investment providers.)
- Website
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http://www.StrataTrust.com
External link for STRATA Trust Company
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Austin, TX
- Type
- Privately Held
- Founded
- 2008
- Specialties
- Alternative Assets, Alternative Investments, Self-Directed IRA, SDIRA, RothIRA, TraditionalIRA, Customer Service, and Retirement Planning
Locations
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Primary
901 S. Mopac Expressway, Barton Oaks Plaza II
Ste 100
Austin, TX 78746, US
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7901 Woodway Dr.
Waco, TX 76712, US
Employees at STRATA Trust Company
Updates
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Self-directed IRAs allow you to invest in a wider variety of investments that tend to carry higher risk and may require more hands-on involvement by the accountholder. That's why it's important for investors to understand the limited role of an IRA custodian like STRATA: https://hubs.li/Q02HfbZM0 #SDIRA #IRACustodian
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STRATA supports initiatives to help educate investors on how they can better protect their retirement savings against fraud and financial scams. Learn more about protecting yourself against AI-based investment fraud: https://hubs.ly/Q02H5tsy0 #fraud #investing
The Dark Side of AI: Protecting Yourself from Investment Fraud » STRATA Trust Company
https://www.stratatrust.com
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Inflation should always be a consideration for retirement savers because it affects how much will be available upon retirement. Read about ways to mitigate inflation's effects on retirement savings: https://hubs.li/Q02GYKfR0 #retirement #inflation
How to Mitigate Inflation's Effects on Retirement Savings » STRATA Trust Company
https://www.stratatrust.com
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There's no better time than the present to do a quick review of your IRA investments and map out the months ahead. Check out STRATA's 2024 IRA Calendar for upcoming IRA obligations, deadlines, and administrative tasks to be aware of: https://hubs.li/Q02GL_SP0 #IRA
2024 IRA Calendar
stratatrust.hflip.co
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Visit our Rules and Regulations resource page for a general overview of IRS requirements, useful tips for maintaining a tax-advantaged status, and important tax reporting requirements that are crucial for investors to be aware of both before and during the investment process. https://hubs.li/Q02GyK_g0 #sdira #selfdirectedira #irsrules #irsregulations
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STRATA works with real estate agents, brokers, and other real estate professionals to turn their knowledge into a powerful investment strategy for their clients. Learn more: https://hubs.li/Q02Gp0fC0 #realestate #STRATA
Real Estate Professionals | STRATA Trust Company | SDIRA Services
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We're #hiring a new Director Relationship Management in Waco, Texas. Apply today or share this post with your network.
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When choosing between a Roth IRA or a Traditional IRA, start by looking at the tax breaks. Do you want to pay the IRS now or later? Use our handy Roth IRA vs. Traditional IRA calculator to determine which IRA may be right for you. https://hubs.li/Q02GgkJb0 #InvestmentFreedom #RothIRA #TraditionalIRA
Roth vs. Traditional IRA Calculator » STRATA Trust Company
https://www.stratatrust.com
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Ultimately, it is up to the IRA owner to avoid prohibited transactions. Learn more about these rules that can result in IRA disqualification and substantial adverse tax consequences if not followed in our latest article: https://hubs.li/Q02G4VVG0 #prohibitedtransactions #IRA
Keeping Your IRA Safe: Avoiding Prohibited Transactions » STRATA Trust Company
https://www.stratatrust.com