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Self-Directed Knowledge Center
Learn About Self-Directed IRAs

Manage Your STRATA Account
Learn About Self-Directed IRAs
- Benefciary/Inherited IRA
Investment Options
Fund Self-Directed IRAs
Withdrawal From a Self-Directed IRA
Required Minimum Distributions (RMDs)
IRS Reporting

Does STRATA offer investment products or provide investment advice?

No. STRATA does not sell investment products or provide investment, tax, or legal advice. As a directed custodian, STRATA processes transactions at your direction and handles account administration and IRS reporting. You are responsible for selecting and evaluating your investments. If you need advice, please consult a qualified financial, tax, or legal professional.

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Why STRATA

STRATA Trust Company (“STRATA”) performs the duties of a directed (passive) custodian, and as such does not provide due diligence to third parties regarding prospective investments, platforms, sponsors, dealers or service providers. As a custodian, STRATA does not sponsor, endorse or sell any investment and is not affiliated with any investment sponsor, issuer or dealer. STRATA does not provide investment, legal or tax advice. Individuals should consult with their investment, legal or tax professionals for such services.