SELF-DIRECTED IRA KNOWLEDGE CENTER
FUND SELF-DIRECTED IRAs
MANAGE YOUR STRATA IRA
ONLINE ACCOUNT ACCESS
ACCOUNT MAINTENANCE
FEES
ACCOUNT SECURITY AND PROTECTION
LEARN ABOUT SELF-DIRECTED IRAs
INVESTMENT OPTIONS
REAL ESTATE (DIRECTLY - OWNED)
PRIVATE EQUITY
PRIVATE DEBT
CROWDFUNDING
FUTURES
GOLD AND PRECIOUS METALS
STRUCTURED SETTLEMENTS
PUBLIC INVESTMENTS
FUND SELF-DIRECTED IRAs
DIRECT TRANSFER
ROLLOVER
ANNUAL CONTRIBUTION
WITHDRAWAL FROM A SELF-DIRECTED IRA
DISTRIBUTIONS
REQUIRED MINIMUM DISTRIBUTIONS (RMD)
CONVERSIONS
RECHARACTERIZATIONS
TRANSFERS OUT
DISTRIBUTIONS AND PRECIOUS METALS DEPOSITORIES
IRS REPORTING
FAIR MARKET VALUE
IRS FORM 5498
IRS FORM 1099-R
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SELF-DIRECTED IRA KNOWLEDGE CENTER
FUND SELF-DIRECTED IRAs
MANAGE YOUR STRATA IRA
ONLINE ACCOUNT ACCESS
ACCOUNT MAINTENANCE
FEES
ACCOUNT SECURITY AND PROTECTION
LEARN ABOUT SELF-DIRECTED IRAs
INVESTMENT OPTIONS
REAL ESTATE (DIRECTLY - OWNED)
PRIVATE EQUITY
PRIVATE DEBT
CROWDFUNDING
FUTURES
GOLD AND PRECIOUS METALS
STRUCTURED SETTLEMENTS
PUBLIC INVESTMENTS
FUND SELF-DIRECTED IRAs
DIRECT TRANSFER
ROLLOVER
ANNUAL CONTRIBUTION
WITHDRAWAL FROM A SELF-DIRECTED IRA
DISTRIBUTIONS
REQUIRED MINIMUM DISTRIBUTIONS (RMD)
CONVERSIONS
RECHARACTERIZATIONS
TRANSFERS OUT
DISTRIBUTIONS AND PRECIOUS METALS DEPOSITORIES
IRS REPORTING
FAIR MARKET VALUE
IRS FORM 5498
IRS FORM 1099-R
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?
See more