SEP and SIMPLE IRA plans offer an excellent path for small business owners, gig workers, and side hustlers to strengthen their retirement strategies. As we approach year-end, it’s a great opportunity to review options not only for 2025 but also for long-term planning. Learn more in our latest Insights article: https://hubs.ly/Q03G0HR70 #RetirementPlanning #WealthManagement #SmallBusines
STRATA Trust Company
Financial Services
Austin, TX 1,946 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
Get directions
901 S. Mopac Expressway, Barton Oaks Plaza II
Ste 100
Austin, TX 78746, US
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Get directions
7901 Woodway Dr.
Waco, TX 76712, US
Employees at STRATA Trust Company
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Oliver Nwofia PhD, MBA
Senior Operations Executive | Operational Transformation | Lean Six-Sigma Expertise | Management Ingenuity
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Kelli Click
President at STRATA Trust Company, Board Member and Investor │ Empowering Investors and Investment Professionals with Alternative Investment Custody
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Sara McAuley
Controller at STRATA Trust Company
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Jason D. Balkman
SQL Server DBA & Developer at STRATA Trust Company
Updates
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Are you navigating a job change or planning for retirement? The way you manage your 401(k) can shape your tax outlook, estate plan, and long-term wealth. Discover how to make smarter moves—read more below. https://hubs.li/Q03Fgjmz0 #MoreOptions #401k
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📅✨ Save time and get help by booking a meeting with one of our SDIRA experts! Whether you have questions or need guidance, we’re here to help with convenient, one-on-one sessions. ⬇️Click the link to get started ⬇️. https://hubs.li/Q03FghR40 #SDIRA #BookAMeeting
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Are you an investment provider raising capital? STRATA can help. https://hubs.li/Q03Fg60C0 #SDIRA #STRATA #capitalraising
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As an IRA owner, you’re responsible for keeping your investments compliant and steering clear of prohibited transactions. Make informed choices for your SDIRA—get the facts you need here: https://hubs.li/Q03D99DC0 #IRAeducation #prohibitedtransactions
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Trying to decide between an IRA and a 401(k)? Both have unique advantages to help grow your retirement savings. Find out which strategy fits your goals best: https://hubs.li/Q03D94SL0 #IRA #401K
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Distributions are a natural part of managing your self-directed IRA (SDIRA)—whether for RMDs, Roth conversions, or personal expenses. But when your IRA holds alternative assets such as real estate, private debt, or private equity, it’s not always as straightforward as withdrawing from a bank IRA. This article breaks down: ✔️ What makes SDIRA distributions unique ✔️ How to anticipate required withdrawals ✔️ Strategies to manage liquidity without disrupting your portfolio Smart planning today keeps your long-term retirement strategy secure tomorrow. Read the full article here: https://hubs.li/Q03DKsxH0 #IRAEducation #FinancialAwareness
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Curious about how retirement rollovers work—and what you need to know before making a move? Get clear answers and expert tips in our Rolling Over Retirement Savings whitepaper. Dive in today: https://hubs.li/Q03D95FW0 #IRAEducation #retirementsavings #rollover