HELLO. HOW CAN WE HELP YOU?

MANAGE YOUR STRATA IRA

Online account access, password help, account forms (granting access, beneficiary designations, etc.), and other items related to your STRATA IRA.

LEARN ABOUT SELF-DIRECTED IRAs

Learn about self-directed IRAs basics including if investments are insurable and STRATA policies.

INVESTMENT OPTIONS

Learn about directing investments, allowable investments, and prohibited transactions.

FUND SELF-DIRECTED IRAs

Direct transfer and rollover options for funding your self-directed IRA plus details about annual contributions.

WITHDRAWAL FROM A SELF-DIRECTED IRA

Information about distributions, RMDs, recharacterizations, and transferring assets out of your IRA.

IRS REPORTING

Learn more about important SDIRA tax topics, FMV, and additional IRS reporting basics.