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SELF-DIRECTED IRA KNOWLEDGE CENTER
FUND SELF-DIRECTED IRAs
  • MANAGE YOUR STRATA IRA
    • ONLINE ACCOUNT ACCESS
    • ACCOUNT MAINTENANCE & FORMS
    • FEES
    • ACCOUNT SECURITY AND PROTECTION
    • GENERAL TIPS
  • LEARN ABOUT SELF-DIRECTED IRAs
    • Benefciary/Inherited IRA
  • 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
    • CASH DISTRIBUTION
    • DISTRIBUTION - IN-KIND
    • PRECIOUS METALS DISTRIBUTION - LIQUIDATION REQUIRED
    • DELAWARE DEPOSITORY
    • TEXAS PRECIOUS METALS DEPOSITORY
    • BRINKS
    • DISTRIBUTIONS - TAX REPORTING
    • TRANSFERS OUT
    • CONVERSION AND RECHARACTERIZATION
  • REQUIRED MINIMUM DISTRIBUTIONS (RMDs)
    • GENERAL RMD QUESTIONS
    • RMD CALCULATIONS AND NOTIFICATIONS
    • TAKING MY RMD FROM MY STRATA IRA
    • TAX WITHHOLDING AND REPORTING
  • IRS REPORTING
    • FAIR MARKET VALUE
    • INVESTMENT INCOME AND TAXES
    • IRS FORM 5498
    • IRS FORM 1099-R
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      1. SELF-DIRECTED IRA KNOWLEDGE CENTER
      2. FUND SELF-DIRECTED IRAs
      • MANAGE YOUR STRATA IRA
        • ONLINE ACCOUNT ACCESS
        • ACCOUNT MAINTENANCE & FORMS
        • FEES
        • ACCOUNT SECURITY AND PROTECTION
        • GENERAL TIPS
      • LEARN ABOUT SELF-DIRECTED IRAs
        • Benefciary/Inherited IRA
      • 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
        • CASH DISTRIBUTION
        • DISTRIBUTION - IN-KIND
        • PRECIOUS METALS DISTRIBUTION - LIQUIDATION REQUIRED
        • DELAWARE DEPOSITORY
        • TEXAS PRECIOUS METALS DEPOSITORY
        • BRINKS
        • DISTRIBUTIONS - TAX REPORTING
        • TRANSFERS OUT
        • CONVERSION AND RECHARACTERIZATION
      • REQUIRED MINIMUM DISTRIBUTIONS (RMDs)
        • GENERAL RMD QUESTIONS
        • RMD CALCULATIONS AND NOTIFICATIONS
        • TAKING MY RMD FROM MY STRATA IRA
        • TAX WITHHOLDING AND REPORTING
      • IRS REPORTING
        • FAIR MARKET VALUE
        • INVESTMENT INCOME AND TAXES
        • 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 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?
      • How Long Does the Transfer/Rollover Process Take?
      See more

      ANNUAL CONTRIBUTION

      • When Can I Make My 2024 Contribution?
      • When Can I Make My 2025 IRA Contribution?
      • Am I Eligible to Make an IRA Contribution?
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