SELF-DIRECTED IRA KNOWLEDGE CENTER

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SELF-DIRECTED IRA KNOWLEDGE CENTER

FUND SELF-DIRECTED IRAs

FUND SELF-DIRECTED IRAs

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

How Do I Establish a Recurring Contribution in Order to Fund My STRATA IRA?

How Long Does the Transfer/Rollover Process Take?

How Do I Transfer/Roll Over Assets Into My STRATA IRA?

How Do I Fund My STRATA IRA?

DIRECT TRANSFER

What Is a Direct Transfer?

How Do I Initiate a Direct Transfer?

How Long Does a Direct Transfer Take?

What Else Should I Know About a Direct Transfer?

ROLLOVER

What Is a Rollover?

What Is the Difference Between a Direct and Indirect Rollover?

Why Consider a Direct Rollover From a 401(K) Or Other Employer-Sponsored Retirement Plan?

When Should I Initiate a Rollover?

How Is a Direct Rollover From a 401(K) Or Other Employer-Sponsored Plan to Strata Accomplished?

Are There Any Restrictions on Rollovers Between IRA Accounts?

How Long Does a Rollover Take From One IRA to Another IRA?

How Long Does a Direct Rollover Take?

Want to Learn More Information About Rollovers?

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ANNUAL CONTRIBUTION

Am I Eligible to Make an IRA Contribution?

How Long Does It Take to Open a Self-Directed IRA and Make a Contribution?

How Do I Make an Annual IRA Contribution?

How Much Can I Contribute to an IRA for 2022 According to the Contribution Rules?

What’s the Deadline for Making My 2022 IRA Contribution?

How Do I Submit My 2022 Contribution Funds to My Strata IRA?

When Can I Make My 2023 IRA Contribution?

How Much Can I Contribute to an IRA for 2023 According to the Contribution Rules?

What's the deadline for making my 2023 IRA Contribution?

How Do I Submit My Contribution Funds to My STRATA IRA?

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