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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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
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?
