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tools FOR Advisors &




For the latest STRATA thoughts on alternative asset custody, self-directed IRAs and the regulatory landscape, we invite you to visit our collection of white papers.

Fill out the adjacent form to access all of our white papers on topics such as:

  • The Secure Act - The Gift that Keeps on Giving
  • 5 Tax Planning Strategies to Consider Now
  • IRA Rollover Opportunities
  • Things You Need to Know Before Holding Real Estate in an IRA
  • Avoiding Prohibited Transactions in Self-Directed IRAs
  • An Overview of Alternative Assets in Self-Directed IRAs
  • Investing in Precious Metals with a Self-Directed IRA
  • Investing in Real Estate with a Self-Directed IRA



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