SELF-DIRECTED IRA KNOWLEDGE CENTER

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SELF-DIRECTED IRA KNOWLEDGE CENTER

INVESTMENT OPTIONS

INVESTMENT OPTIONS

Learn about directing investments, allowable investments, and prohibited transactions.

What Is a Prohibited Transaction?

How Do I Direct an Investment Within My IRA?

What Types of Investments Are Permitted Within My STRATA IRA?

What Types of Investments Are Not Permitted?

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?

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 Unrelated Business Taxable Income (UBTI)?

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?

Can My STRATA IRA Participate in Crowdfunding Investment Opportunities?

How Do I Direct a Crowdfunding Investment Through My STRATA IRA?

If an Investment Through the Crowdfunding Portal Offers a Reward (T-Shirts, Music, Products, Etc.), Can I Personally Receive the Reward if My IRA Is the Investor?

How Can I Learn More About Crowdfunding?

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FUTURES

Where Can I Learn More About Commodities and Futures Investing?

Can My STRATA Account Participate in a Commodity Pool?

Can I Use Personal Funds in My Futures Account if There Is a Shortfall or Margin Call?

Can I Trade My Own Futures Account, or Does It Need to Be a Managed Account?

Can I Direct My STRATA IRA to Invest in a Futures Account?

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GOLD AND PRECIOUS METALS

Does STRATA Buy, Sell or Exchange Precious Metals?

What Research Should I Do Before I Choose a Precious Metals Dealer?

How Do I Open a Precious Metals IRA Account?

Why Does My STRATA Account Statement Show a Value of My Precious Metals That Is Less Than What I Invested?

How Do I Authorize a Buy, Sell or Exchange Order for Precious Metals?

Can I Take Possession of My Precious Metals After Investing?

Where Are My STRATA IRA-Owned Precious Metals Stored?

When Taking Possession of My Precious Metals, Is a Physical Signature Required for Delivery?

Does STRATA Offer a Home Storage Option for Precious Metals?

Are There Any Precious Metals That Cannot Be Held in an IRA?

What Types of Precious Metals Can I Invest In?

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STRUCTURED SETTLEMENTS

If I Have a Question Regarding the Structured Settlement Payments, Who Should I Contact?

Can I Receive the Structured Settlement Payments Directly, or Should Payments Be Deposited to My STRATA IRA?

Can I Direct My STRATA IRA to Invest in Structured Settlements or Secondary Market Annuities?

What Are Structured Settlement Investments?

PUBLIC INVESTMENTS

Moving from TD Ameritrade to TradeStation

Can I Hold Stocks, Bonds, Mutual Funds or ETFS in My STRATA IRA?

Can I Direct My STRATA IRA to Invest in Publicly-Offered Investments?

What Brokerage Firm Should I Use for Trading Securities?