SELF-DIRECTED IRA KNOWLEDGE CENTER
MANAGE YOUR STRATA IRA
MANAGE YOUR STRATA IRA
ONLINE ACCOUNT ACCESS
ACCOUNT MAINTENANCE
FEES
ACCOUNT SECURITY AND PROTECTION
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
DISTRIBUTIONS
CONVERSIONS
RECHARACTERIZATIONS
TRANSFERS OUT
DISTRIBUTIONS AND PRECIOUS METALS DEPOSITORIES
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
IRS FORM 5498
IRS FORM 1099-R
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SELF-DIRECTED IRA KNOWLEDGE CENTER
MANAGE YOUR STRATA IRA
MANAGE YOUR STRATA IRA
ONLINE ACCOUNT ACCESS
ACCOUNT MAINTENANCE
FEES
ACCOUNT SECURITY AND PROTECTION
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
DISTRIBUTIONS
CONVERSIONS
RECHARACTERIZATIONS
TRANSFERS OUT
DISTRIBUTIONS AND PRECIOUS METALS DEPOSITORIES
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
IRS FORM 5498
IRS FORM 1099-R
MANAGE YOUR STRATA IRA
Online account access, password help, account forms (granting access, beneficiary designations, etc.), and other items related to your STRATA IRA.
ONLINE ACCOUNT ACCESS
Individual Investors: How To Set Up Online Account Access
Financial Professionals: How to Set Up Online Account Access
Who Can I Contact for Questions Regarding My STRATA IRA?
ACCOUNT MAINTENANCE
Individual Investors: How To Navigate Your Online Account Portal
Financial Professionals: How to Navigate Your Account Access Portal
Account Access Center
Where Can I Find My Quarterly Account Statements, Tax Forms, and/or Account Number?
How Do I Add or Change the Beneficiary Designations on My Account?
How Do I Add or Change a Power of Attorney Designation to My Account?
Can I Give My Financial Advisor or a Family Member Access to My Account?
How Do I Update My Contact Information?
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FEES
Account Alerts, Paying Fees, and Setting Up AutoPay
Why Do I Pay an Annual Storage Fee to STRATA?
When Is My Annual Account Fee Due?
How Are My Annual Account Fees Calculated?
ACCOUNT SECURITY AND PROTECTION
Security Policy
Secure Email Communication - Receiving a Message
Secure Email Communication - Initiating a Message
Uninvested Cash
Regulatory and Audit Controls
Professional Liability Insurance
Client Information Privacy
Business Continuity
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