SELF-DIRECTED IRA KNOWLEDGE CENTER
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DIRECT TRANSFER
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ANNUAL CONTRIBUTION
WITHDRAWAL FROM A SELF-DIRECTED IRA
CASH DISTRIBUTION
DISTRIBUTION - IN-KIND
PRECIOUS METALS DISTRIBUTION - LIQUIDATION REQUIRED
DELAWARE DEPOSITORY
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Brinks
DISTRIBUTIONS - TAX REPORTING
TRANSFERS OUT
CONVERSION AND RECHARACTERIZATION
REQUIRED MINIMUM DISTRIBUTIONS (RMDs)
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TAKING MY RMD FROM MY STRATA IRA
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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
IRS REPORTING
FAIR MARKET VALUE
MANAGE YOUR STRATA IRA
ONLINE ACCOUNT ACCESS
ACCOUNT MAINTENANCE & FORMS
FEES
ACCOUNT SECURITY AND PROTECTION
GENERAL TIPS
LEARN ABOUT SELF-DIRECTED IRAs
Benefciary/Inherited IRA
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
What Happens if the Value of My Asset Has Changed by 50% or More?
If there is a 50% or greater change in value, STRATA will require clarification. Our Investment Updates team will contact you for further information.