SELF-DIRECTED IRA KNOWLEDGE CENTER
INVESTMENT OPTIONS
MANAGE YOUR STRATA IRA
ONLINE ACCOUNT ACCESS
ACCOUNT MAINTENANCE & FORMS
FEES
ACCOUNT SECURITY AND PROTECTION
GENERAL TIPS
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
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
INVESTMENT OPTIONS
MANAGE YOUR STRATA IRA
ONLINE ACCOUNT ACCESS
ACCOUNT MAINTENANCE & FORMS
FEES
ACCOUNT SECURITY AND PROTECTION
GENERAL TIPS
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
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
INVESTMENT OPTIONS
Learn about directing investments, allowable investments, and prohibited transactions.
What Types of Investments Are Not Permitted?
What Types of Investments Are Permitted Within My STRATA IRA?
What Is a Prohibited Transaction?
How Do I Direct an Investment Within My IRA?
What Are My Options Once My Asset Has Paid Out?
REAL ESTATE (DIRECTLY OWNED)
What Is the Pre-Custody Process for Directly Owned Real Estate Investments?
What is the Pre-Custody Process for an In-Kind Transfer or Rollover of Directly Owned Real Estate?
Important Reminders for Self-Directed Real Estate IRA Transactions
When I Sell the Property in My STRATA IRA, Can the IRA Seller Finance the Transaction?
What Types of Property Can I Purchase With My STRATA IRA?
What Is the Process to Sell Property Within My STRATA IRA?
How Are Expenses and/or Improvements Handled for Real Estate Held in My STRATA IRA?
How Is Title Held on Property in My STRATA IRA?
May I Sell Property That I Currently Own to My STRATA IRA?
May I Purchase a Foreclosure Property With My STRATA IRA?
If I Decide I Want to Use the Property in My STRATA IRA, How Do I Take Possession of the Property?
How Do I Report Income and Expenses in an IRA?
Can I Use the Property Held Within My STRATA IRA?
Does STRATA Provide Any Management Services With Regards to the Property?
Can I Pay the Earnest Money Deposit Out-of-Pocket to Secure the Contract for My STRATA IRA?
Does Rental Income Have to Be Deposited in My STRATA IRA?
What Is a Prohibited Transaction?
Do I Need to Provide STRATA With a Property Appraisal?
Can My STRATA IRA Use Leverage to Finance a Real Estate Purchase?
Can My STRATA IRA Purchase a Portion of a Property Along With Other Investors?
Can My STRATA IRA Invest in Real Estate Through a Limited Partnership or Limited Liability Company?
Are There Any Types of Property That STRATA Will Not Hold?
Do I Need to Carry Liability Insurance on Property Held in My IRA?
Who Should Be Listed as the Buyer on the Real Estate Contract?
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PRIVATE EQUITY
What Is the Pre-Custody Process for Private Equity Investments?
How Do I Direct a Private Equity Transaction After My Investment Has Been Onboarded?
Private Equity: Investment Set-Up
What Types of Private Equity Investments Can I Hold Within My STRATA IRA?
Are There Any Types of Private Equity Investments That STRATA Will Not Process?
What Is the Maximum Ownership Interest That a STRATA IRA Can Own in an Entity in Conjunction With Other Disqualified Persons or Family Members?
Can My STRATA Account Invest in an Entity That I or a Family Member Owns or Controls?
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PRIVATE DEBT
What Is the Pre-Custody Process for Corporate Debt/Convertible Note Investments?
How Do I Direct a Corporate Debt/Convertible Note Transaction After My Investment Has Been Onboarded?
What Is the Pre-Custody Process for Secured Debt?
How Do I Direct a Secured Debt Transaction After My Investment Has Been Onboarded?
What Types of Debt Investments Can I Hold Within My STRATA IRA?
Are There Any Types of Debt Investments That STRATA Will Not Process?
How Should Payments Be Sent to STRATA?
What Do I Need to Provide to STRATA When a Secured Loan Is Paid off or Sold?
What Happens if the Borrower Defaults on a Deed of Trust/Mortgage Held by My STRATA IRA?
Does There Need to Be a Servicing Agent to Monitor the Collection and Terms of the Debt Instrument?
Can My IRA Loan Funds to Family Members or to an Entity That I or a Family Member Owns or Controls?
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CROWDFUNDING
What Is Crowdfunding?
FUTURES
What Are Futures?
GOLD AND PRECIOUS METALS
How Do I Open a Precious Metals IRA Account?
What Research Should I Do Before I Choose a Precious Metals Dealer?
What Types of Precious Metals Are Acceptable/Non-Acceptable?
Can I Take Possession of My Precious Metals After Investing?
Where/How Are My STRATA IRA-Owned Precious Metals Stored?
How Do I Authorize a Buy, Sell, or Exchange Order for Precious Metals?
Does STRATA Buy, Sell or Exchange Precious Metals?
How Are My STRATA IRA Precious Metals Valued?
Are Precious Metal Sales Subject to Capital Gains Tax?
See more
STRUCTURED SETTLEMENTS
What Are Structured Settlement Investments?
PUBLIC INVESTMENTS
Moving from TD Ameritrade to TradeStation
Can I Direct My STRATA IRA to Invest in Publicly Offered Investments?
