What Fees Are Associated With Taking My RMD?

Transaction fees may apply when taking a Required Minimum Distribution (RMD). Typical transaction fees include wire fees, shipping fees, overnight fees, withholding fees, and other processing fees.

• Fees and withholding elections (federal or state) are not included in the gross distribution amounts requested. 

For details on the applicable service fees associated with your distribution request, please refer to STRATA's IRA Fee Schedule.