STRATA Trust Company

⚠️ Prohibited transactions in a self‑directed IRA can trigger serious tax consequences, often due to common mistakes. Refresh your knowledge and learn what to avoid 👉 hubs.li/Q0478ZlG0 #SmartInvesting #SDIRA

📢 IRA holders: As tax season nears, review your Form 1099‑R for IRA distributions to ensure accuracy and avoid tax return issues. Learn more 👉 hubs.ly/Q0479mN70 #SmartInvesting #1099R

Feeling lucky this St. Patrick’s Day? 🍀 Finding the “gold” in your retirement strategy may mean exploring gold and precious metals for diversification. Learn more 👉 hubs.li/Q0477c4M0 #StPatricksDay #RetirementPlanning #GoldInvesting

Why do advisors & investment sponsors work with STRATA? ✅ Flexible custody solutions ✅ Alternative asset expertise ✅ Dedicated service teams Learn more: hubs.li/Q046X7zL0 #Advisors #InvestmentSponsors #AltAssets #STRATA

✨✨ FAQ Friday! ✨ What’s a “prohibited transaction”? It’s when your IRA mixes with a disqualified person (like you or certain family members) or gets used personally — a big IRS no‑no. Keep your SDIRA happy + healthy! More info: hubs.li/Q0461M6T0 #sdira #IRAEducation

Huge thanks to Mark for the ⭐⭐⭐⭐⭐ Trustpilot review! We’re grateful for your trust and thrilled to know our team helps you feel supported and confident in your retirement journey. Honored to be your professional custodian, Mark! 💚 #Trustpilot #5stars

Revisit the IRS 2026 cost‑of‑living updates. Key updates for 2026 include: • IRA contribution limit increased • Catch‑up contribution increased • Updated income ranges for IRA deductibility and Roth eligibility ➜ hubs.li/Q0461xzQ0 #sdira #FinancialAwareness #COLA

UBTI and UDFI can make some SDIRA income taxable. Know when it applies, how it works, and what SDIRA owners must do to stay compliant. Read more: 👉 hubs.li/Q046ckCN0 #SDIRA #UBTI #UDFI #IRACompliance

📅 IRA deadlines coming up: • March — Last chance for 2025 IRA contributions • Apr 1 — First RMD deadline • Apr 15 — Tax Day + final 2025 carryback contributions • Apr 30 — FMV evaluations due Full details: hubs.li/Q0461rpM0

Time to spring forward! ⏰ Daylight Savings Time starts this Sunday — don’t forget to move your clocks one hour ahead. Brighter evenings are almost here. 🌞 #DaylightSavings #SpringForward

Thinking about holding real estate in your IRA? It’s a powerful way to diversify with something real, tangible, and potentially income-generating. 🏡 Curious how it works? STRATA breaks it down: hubs.li/Q045yVM40 #RealEstate #RetirementSavings #AlternativeInvesting

What makes an IRA custodian qualified? It’s more than holding assets — it’s about compliance, expertise & investor education. See how STRATA Trust Company supports secure, flexible IRA investing ⬇️ hubs.li/Q045yJT30 #IRACustodian #SelfDirectedIRA #RetirementPlanning

📣 STRATA is growing! Open roles include Client Services, Operations, Accounting & more. Join a team that values growth, balance & innovation. See all jobs: hubs.li/Q045nN950

Two forms many IRA owners overlook: IRS Form 5329 and Form 8606. Both can impact how your IRA is taxed — and when you might owe more (or less). Learn more in STRATA’s latest article: hubs.li/Q045bJF40 #IRA #TaxTips #Retirement #IRSForms #STRATA

Did you know your IRA can invest in more than traditional assets? 🏡 Rental homes 🌲 Raw land & vacant lots 🏬 Commercial property …all held strictly for investment purposes. Explore today’s featured FAQ: 🔗 hubs.li/Q044d6gT0 #FAQFriday #SDIRA #AltInvestments

Thinking about precious metals for your IRA? ✨ See which gold, silver, platinum, and palladium products are allowed — all in one simple place: hubs.li/Q044d10T0 #SDIRA #PreciousMetals #Gold #Silver

Top 3 reasons to diversify your IRA: 1️⃣ Reduce risk 2️⃣ Increase growth potential 3️⃣ Gain control A Self‑Directed IRA helps you do all three. hubs.ly/Q044cqYj0 #DiversifyYourPortfolio #SelfDirectedIRA #InvestSmart #STRATATrustCompany

Financial professionals — streamline your SDIRA workflow with STRATA’s Knowledge Center. Access resources, forms, guides, and support all in one place. 👉 hubs.li/Q044c6xj0 #AdvisorResources #FinancialProfessionals #SDIRA #STRATATrustCompany

⭐️⭐️⭐️⭐️⭐️ We love hearing from clients like Deb! Our team is committed to providing clarity, support, and exceptional service at every step. Thanks for the great Trustpilot review! #Trustpilot #ClientExperience #SDIRA #STRATATrustCompany

IRA reporting mistakes can cost you. Our newest STRATA Insights article highlights the most common pitfalls — and how to steer clear of them. A must‑read for anyone managing IRA accounts. 👇 hubs.li/Q043--DM0 #IRA #SDIRA #IRAStrategy #TaxSeason #RetirementPlanning