individual investors
Empower your financial future with seamless tax-advantaged investing
Discover the freedom to diversify your retirement portfolio with alternative investments that align with your goals.
Why choose a self-directed IRA
A self-directed IRA (SDIRA) offers you the flexibility to invest in a wide range of assets beyond traditional stocks and bonds. With an SDIRA, you can:
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Diversify your portfolio: Invest in assets like real estate, private equity, precious metals, and more.
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Exercise greater control: Make investment decisions that reflect your personal financial strategies and interests.
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Enjoy tax advantages: Benefit from tax-deferred or tax-free growth, depending on your chosen IRA type.
Getting started is simple
STRATA’s online application makes it easy to choose your IRA type, enter your info, and upload documents—all in one secure session. Most accounts are opened in under 10 minutes
Fund your account
Transfer an existing IRA, roll over a 401(k), or make a new contribution—all processed securely with STRATA. Most funding is completed in just a few days.
Select your investments
Choose from real estate, private equity, debt, or metals. STRATA reviews for eligibility and confirms next steps—helping you invest with confidence.
Private assets
Invest in private equity and debt—with expert guidance every step.
Directly owned real estate
Access tools and support your need to hold real property in your IRA.
Gold & precious metals
Easily invest in IRS-approved metals with secure custody and simple processing.
Public investments
Add traditional assets like stocks and mutual funds to your self-directed IRA.
Manage your account with ease
Our user-friendly online Account Access allows you to:
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Monitor your investments: View real-time account balances and transaction history.
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Access statements and documents: Easily retrieve quarterly statements and tax forms.
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Update account information: Manage personal details and beneficiary designations.
Leverage our expertise
STRATA helps you every step of the way. Explore frequently asked questions or reach out to talk to an SDIRA Specialist.
We're here to help you get started
Stay compliant and make the most of your self-directed IRA. Our team is ready to guide you through the process and answer your questions.
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