Options in the Futures Markets

Futures investments can provide individuals the ability to diversify their retirement accounts by giving them access to trade commodities, futures, and forex. While futures investing carries greater risks, it can also give investors flexibility and investment strategies beyond the stock market. Investing through a self-directed IRA can also provide tax-deferred advantages (or tax-free through a Roth IRA) on any trading profits.


How to Invest in Futures

First, you should establish and fund your IRA with STRATA. Then you will create a trading account with a futures commission merchant (FCM) that is registered to STRATA as your custodian. At that point, you will direct STRATA to fund the FCM account where you or your designated futures professional (CTA, Introducing Broker, etc.) will place trades through the FCM. Please refer to our Futures Investment Checklist for more information.

How to get started

Open a self-directed IRA account and fill out the related forms.

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Fund your IRA with a transfer, rollover, or annual contribution.

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Direct your investment by downloading and completing our Futures Investment Checklist, which includes the items that must be submitted in advance as well as the investment direction form.

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Talk to a self-directed IRA professional.

If you have questions about self-directed IRAs and futures, or if you're ready to open an account -- don't hesitate to reach out.


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