SELF-DIRECTED IRA KNOWLEDGE CENTER

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SELF-DIRECTED IRA KNOWLEDGE CENTER

WITHDRAWAL FROM A SELF-DIRECTED IRA

WITHDRAWAL FROM A SELF-DIRECTED IRA

Information about distributions, RMDs, recharacterizations, and transferring assets out of your IRA.

DISTRIBUTIONS

How Do I Request a Complete Distribution of My STRATA IRA Account?

How Do I Request a Partial Distribution of My STRATA IRA Account?

How to Take Cash Distribution From STRATA

How Do I Establish a Recurring Cash Distribution From My STRATA IRA?

How Do I Establish a Recurring Distribution of Precious Metals Within My STRATA IRA?

How Do I Request a Conversion to My Roth IRA?

How Long Does It Take To Receive My Requested Cash Distribution?

How to Take an In-Kind Distribution

How Long Does It Take To Receive My Requested In-Kind Distribution?

What Is the Reported Value of My In-Kind Precious Metals Based Upon?

Will I Be Penalized for Taking a Distribution Prior to Reaching Age 59½?

Will I Be Penalized for Taking a Distribution on or After Reaching Age 59½?

I Recently Took an In-Kind Distribution of Precious Metals From My STRATA IRA and Need to Roll Them Back Into the IRA, How Is This Handled?

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REQUIRED MINIMUM DISTRIBUTIONS (RMD)

How to Handle an RMD Distribution in Your STRATA Account

What Is a Required Minimum Distribution (RMD)?

Are Self-Directed IRAs Subject to RMDs?

When Should I Begin Taking RMDs From My Self-Directed IRA?

What Withdrawal Options Are Available When Taking My RMD via Cash?

How Is My RMD Calculated?

Will STRATA Calculate My RMD for Me?

Will STRATA Automatically Distribute My RMD to Me?

What if My STRATA IRA Account Cash Balance Is Insufficient to Cover the RMD Amount?

How Do I Satisfy My RMD When My IRA Investments Are Illiquid?

What if I Have More Than One IRA With STRATA or Other Firms?

How Are RMDs Treated for Tax Purposes?

What Happens if I Fail to Take My RMD?

Will I Receive Notification for an RMD on an Inherited IRA?

How Are RMDs Handled After the Account Owner Has Passed Away?

What Fees Are Associated With Taking My RMD?

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CONVERSIONS

How Do I Request a Conversion to My STRATA Roth IRA?

RECHARACTERIZATIONS

How Do I Request a Recharacterization of Funds?

TRANSFERS OUT

How Do I Request a Partial Transfer of My STRATA IRA to a Successor Custodian?

How Do I Request a Transfer of My Entire STRATA IRA to a Successor Custodian?

How Do I Close My Account With STRATA?

DISTRIBUTIONS AND PRECIOUS METALS DEPOSITORIES

How Do I Contact Delaware Depository Services Company (“DDSC”) for Information on Establishing a Personal Depository Account With Them or Have General Questions Regarding the Process?

What if I Have Precious Metals at DDSC and I Need to Take an In-Kind Distribution?

What Should I Know if I Elect to Establish a Personal Depository Account With DDSC?

Will I Receive Any Notification From DDSC After I Complete My IRA Distribution Request for Precious Metals?

How Do I Get a Tracking Number From DDSC for Shipments?

Will I Be Able to Liquidate, Once My Precious Metals Are Stored in My Personal Account With DDSC, and What Would Be the Processing Time?

What Will Happen to My Funds Once My Precious Metals Are Liquidated Out of My Personal DDSC Account?

If I Elect to Ship My Precious Metals After They Are Moved to My Personal Account With DDSC, What Options Would I Have?

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