---
title: Learn About Tax-Advantaged Accounts | Self-Directed Knowledge Center
description: Learn about tax-advantaged account basics including if investments are insurable and STRATA policies.
---

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1. [Self-Directed Knowledge Center](https://knowledge.stratatrust.com/)
2. [Learn About Tax-Advantaged Accounts](https://knowledge.stratatrust.com/learn-about-tax-advantaged-accounts)

# Learn About Tax-Advantaged Accounts

 Learn about tax-advantaged account basics including if investments are insurable and STRATA policies.

- [Are investments in a self-directed account insured?](https://knowledge.stratatrust.com/are-investments-in-a-self-directed-ira-insured)
- [Are self-directed accounts a target for potential fraud?](https://knowledge.stratatrust.com/are-self-directed-iras-a-target-for-potential-fraud)
- [Does STRATA offer investment products or provide investment advice?](https://knowledge.stratatrust.com/does-strata-offer-any-investment-products-or-investment-advice)
- [Can a non-U.S. citizen open a STRATA account?](https://knowledge.stratatrust.com/concerning-citizensip-does-a-resident-alien-pay-taxes-just-like-a-u.s.-citzen)

## Self-Directed IRAs

- [What is a self-directed IRA?](https://knowledge.stratatrust.com/what-is-a-self-directed-ira)
- [Can I have a self-directed IRA if I already participate in a retirement plan at work?](https://knowledge.stratatrust.com/can-i-have-a-self-directed-ira-if-i-participate-in-a-retirement-plan-at-work)

## Benefciary/Inherited IRA

- [What is an inherited or beneficiary IRA?](https://knowledge.stratatrust.com/what-is-an-inherited/beneficiary-ira)
- [What do beneficiaries need to know?](https://knowledge.stratatrust.com/what-do-ira-beneficiaries-need-to-know)

## Trump Account

- [What is a Trump Account and will STRATA offer them?](https://knowledge.stratatrust.com/what-is-a-trump-account-and-will-strata-offer-them)

- [Manage Your STRATA Account](https://knowledge.stratatrust.com/manage-your-strata-account#main-content)

    - [Online Account Access](https://knowledge.stratatrust.com/manage-your-strata-account#online-account-access)
    - [Account Maintenance & Forms](https://knowledge.stratatrust.com/manage-your-strata-account#account-maintenance-forms)
    - [Fees](https://knowledge.stratatrust.com/manage-your-strata-account#fees)
    - [Account Security & Protection](https://knowledge.stratatrust.com/manage-your-strata-account#account-security-protection)
    - [General Tips](https://knowledge.stratatrust.com/manage-your-strata-account#general-tips)
- [Learn About Tax-Advantaged Accounts](https://knowledge.stratatrust.com/learn-about-tax-advantaged-accounts#main-content)

    - [Self-Directed IRAs](https://knowledge.stratatrust.com/learn-about-tax-advantaged-accounts#self-directed-iras)
    - [Benefciary/Inherited IRA](https://knowledge.stratatrust.com/learn-about-tax-advantaged-accounts#benefciary-inherited-ira)
    - [Trump Account](https://knowledge.stratatrust.com/learn-about-tax-advantaged-accounts#trump-account)
- [Investment Options](https://knowledge.stratatrust.com/investment-options#main-content)

    - [Real Estate (Directly Owned)](https://knowledge.stratatrust.com/investment-options#real-estate-directly-owned)
    - [Private Equity](https://knowledge.stratatrust.com/investment-options#private-equity)
    - [Private Debt](https://knowledge.stratatrust.com/investment-options#private-debt)
    - [Gold & Precious Metals](https://knowledge.stratatrust.com/investment-options#gold-precious-metals)
    - [Other Private Assets](https://knowledge.stratatrust.com/investment-options#other-private-assets)
    - [Public Investments](https://knowledge.stratatrust.com/investment-options#public-investments)
- [Funding & Transfers](https://knowledge.stratatrust.com/funding-transfers#main-content)

    - [Direct Transfer](https://knowledge.stratatrust.com/funding-transfers#direct-transfer)
    - [Rollover](https://knowledge.stratatrust.com/funding-transfers#rollover)
    - [Annual Contribution](https://knowledge.stratatrust.com/funding-transfers#annual-contribution)
    - [Conversion & Recharacterization](https://knowledge.stratatrust.com/funding-transfers#conversion-recharacterization)
- [Distributions & Withdrawals](https://knowledge.stratatrust.com/distributions-withdrawals#main-content)

    - [Cash Distribution](https://knowledge.stratatrust.com/distributions-withdrawals#cash-distribution)
    - [Distribution (In-Kind)](https://knowledge.stratatrust.com/distributions-withdrawals#distribution-in-kind)
    - [Precious Metals Distribution - Liquidation Required](https://knowledge.stratatrust.com/distributions-withdrawals#precious-metals-distribution-liquidation-required)
    - [Delaware Depository](https://knowledge.stratatrust.com/distributions-withdrawals#delaware-depository)
    - [Texas Precious Metals Depository](https://knowledge.stratatrust.com/distributions-withdrawals#texas-precious-metals-depository)
    - [Tax Considerations](https://knowledge.stratatrust.com/distributions-withdrawals#tax-considerations)
    - [Transfers Out](https://knowledge.stratatrust.com/distributions-withdrawals#transfers-out)
- [Required Minimum Distributions (RMDs)](https://knowledge.stratatrust.com/required-minimum-distributions-rmds#main-content)

    - [Understanding RMDs](https://knowledge.stratatrust.com/required-minimum-distributions-rmds#understanding-rmds)
    - [Calculating Your RMD](https://knowledge.stratatrust.com/required-minimum-distributions-rmds#calculating-your-rmd)
    - [Taking Your RMD](https://knowledge.stratatrust.com/required-minimum-distributions-rmds#taking-your-rmd)
- [IRS Reporting](https://knowledge.stratatrust.com/irs-reporting#main-content)

    - [Fair Market Value](https://knowledge.stratatrust.com/irs-reporting#fair-market-value)
    - [Investment Income & Taxes](https://knowledge.stratatrust.com/irs-reporting#investment-income-taxes)
    - [IRS Form 5498](https://knowledge.stratatrust.com/irs-reporting#irs-form-5498)
    - [IRS Form 1099-R](https://knowledge.stratatrust.com/irs-reporting#irs-form-1099-r)

- [Get Started](https://www.stratatrust.com/get-started/)
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STRATA Trust Company (“STRATA”) performs the duties of a directed (passive) custodian, and as such does not provide due diligence to third parties regarding prospective investments, platforms, sponsors, dealers or service providers. As a custodian, STRATA does not sponsor, endorse or sell any investment and is not affiliated with any investment sponsor, issuer or dealer. STRATA does not provide investment, legal or tax advice. Individuals should consult with their investment, legal or tax professionals for such services.