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What fees are associated with taking my RMD?

Transaction fees may apply when taking a Required Minimum Distribution (RMD). These can include:

  • Wire fees
  • Shipping or overnight delivery fees
  • Withholding fees (federal or state)
  • Other processing fees

Fees and tax withholding elections are not included in your gross distribution amount. Be sure your IRA maintains enough cash to cover both your distribution and any applicable fees or withholding.

For full details, please review STRATA’s IRA Fee Schedule.