SELF-DIRECTED IRA KNOWLEDGE CENTER
REQUIRED MINIMUM DISTRIBUTIONS (RMDs)
MANAGE YOUR STRATA IRA
ONLINE ACCOUNT ACCESS
ACCOUNT MAINTENANCE & FORMS
FEES
ACCOUNT SECURITY AND PROTECTION
GENERAL TIPS
LEARN ABOUT SELF-DIRECTED IRAs
INVESTMENT OPTIONS
REAL ESTATE (DIRECTLY OWNED)
PRIVATE EQUITY
PRIVATE DEBT
CROWDFUNDING
FUTURES
GOLD AND PRECIOUS METALS
STRUCTURED SETTLEMENTS
PUBLIC INVESTMENTS
FUND SELF-DIRECTED IRAs
DIRECT TRANSFER
ROLLOVER
ANNUAL CONTRIBUTION
WITHDRAWAL FROM A SELF-DIRECTED IRA
CASH DISTRIBUTION
DISTRIBUTION - IN-KIND
PRECIOUS METALS DISTRIBUTION - LIQUIDATION REQUIRED
DELAWARE DEPOSITORY
TEXAS PRECIOUS METALS DEPOSITORY
Brinks
DISTRIBUTIONS - TAX REPORTING
TRANSFERS OUT
CONVERSION AND RECHARACTERIZATION
REQUIRED MINIMUM DISTRIBUTIONS (RMDs)
GENERAL RMD QUESTIONS
RMD CALCULATIONS AND NOTIFICATIONS
TAKING MY RMD FROM MY STRATA IRA
TAX WITHHOLDING AND REPORTING
IRS REPORTING
FAIR MARKET VALUE
INVESTMENT INCOME AND TAXES
IRS FORM 5498
IRS FORM 1099-R
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SELF-DIRECTED IRA KNOWLEDGE CENTER
REQUIRED MINIMUM DISTRIBUTIONS (RMDs)
MANAGE YOUR STRATA IRA
ONLINE ACCOUNT ACCESS
ACCOUNT MAINTENANCE & FORMS
FEES
ACCOUNT SECURITY AND PROTECTION
GENERAL TIPS
LEARN ABOUT SELF-DIRECTED IRAs
INVESTMENT OPTIONS
REAL ESTATE (DIRECTLY OWNED)
PRIVATE EQUITY
PRIVATE DEBT
CROWDFUNDING
FUTURES
GOLD AND PRECIOUS METALS
STRUCTURED SETTLEMENTS
PUBLIC INVESTMENTS
FUND SELF-DIRECTED IRAs
DIRECT TRANSFER
ROLLOVER
ANNUAL CONTRIBUTION
WITHDRAWAL FROM A SELF-DIRECTED IRA
CASH DISTRIBUTION
DISTRIBUTION - IN-KIND
PRECIOUS METALS DISTRIBUTION - LIQUIDATION REQUIRED
DELAWARE DEPOSITORY
TEXAS PRECIOUS METALS DEPOSITORY
Brinks
DISTRIBUTIONS - TAX REPORTING
TRANSFERS OUT
CONVERSION AND RECHARACTERIZATION
REQUIRED MINIMUM DISTRIBUTIONS (RMDs)
GENERAL RMD QUESTIONS
RMD CALCULATIONS AND NOTIFICATIONS
TAKING MY RMD FROM MY STRATA IRA
TAX WITHHOLDING AND REPORTING
IRS REPORTING
FAIR MARKET VALUE
INVESTMENT INCOME AND TAXES
IRS FORM 5498
IRS FORM 1099-R
REQUIRED MINIMUM DISTRIBUTIONS (RMDs)
Information about RMDs including general FAQs, calculations and notifications, and tax withholding and reporting.
GENERAL RMD QUESTIONS
What Is a Required Minimum Distribution (RMD)?
When Should I Begin Taking RMDs From My Self-Directed IRA?
Are All Self-Directed IRAs Subject to RMDs?
Can I Take Out More Than the Suggested RMD Amount?
Will STRATA Automatically Distribute My RMD to Me?
What Happens if I Fail to Take My RMD?
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RMD CALCULATIONS AND NOTIFICATIONS
How Is My RMD Calculated?
Will STRATA Calculate My RMD for Me?
Where Can I Find My STRATA Notification That Contains the RMD Amount?
Will I Receive Notification for an RMD on an Inherited IRA?
How Are RMDs Handled After the Account Owner Has Passed Away?
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TAKING MY RMD FROM MY STRATA IRA
What Fees Are Associated With Taking My RMD?
What Withdrawal Options Are Available When Taking My RMD via Cash?
Do I Need To Take an RMD From My Roth IRA?
How Do I Satisfy My RMD When My IRA Investments Are Illiquid?
What if My STRATA IRA Account Cash Balance Is Insufficient to Cover the RMD Amount?
What if I Have More Than One IRA With STRATA or Other Firms?
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TAX WITHHOLDING AND REPORTING
How Are RMDs Treated for Tax Purposes?
Is My RMD Reported to the IRS?
How Much Should Be Withheld From My Distribution or Roth Conversion for Federal Income Tax?
