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.
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.
Open a self-directed IRA account and fill out the related forms.
Learn MoreFund your IRA with a transfer, rollover, or annual contribution.
Learn MoreDirect 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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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.
Investment Products: Not FDIC-Insured | No Bank Guarantee | May Lose Value
