SELF-DIRECTED IRA KNOWLEDGE CENTER
WITHDRAWAL FROM A SELF-DIRECTED IRA
MANAGE YOUR STRATA IRA
ONLINE ACCOUNT ACCESS
ACCOUNT MAINTENANCE
FEES
ACCOUNT SECURITY AND PROTECTION
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
DISTRIBUTIONS
CONVERSIONS
RECHARACTERIZATIONS
TRANSFERS OUT
DISTRIBUTIONS AND PRECIOUS METALS DEPOSITORIES
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
IRS FORM 5498
IRS FORM 1099-R
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SELF-DIRECTED IRA KNOWLEDGE CENTER
WITHDRAWAL FROM A SELF-DIRECTED IRA
MANAGE YOUR STRATA IRA
ONLINE ACCOUNT ACCESS
ACCOUNT MAINTENANCE
FEES
ACCOUNT SECURITY AND PROTECTION
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
DISTRIBUTIONS
CONVERSIONS
RECHARACTERIZATIONS
TRANSFERS OUT
DISTRIBUTIONS AND PRECIOUS METALS DEPOSITORIES
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
IRS FORM 5498
IRS FORM 1099-R
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 a 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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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 To Liquidate My Precious Metals
What If I Have Precious Metals at DDSC and I Need to Take an In-Kind Distribution?
Will I Receive Any Notification From Delaware Depository After I Complete My IRA Distribution Request for Precious Metals Held at DDSC?
What Will Happen to My Funds Once My Precious Metals Are Liquidated Out of My Personal DDSC Account?
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?
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 Should I Know if I Elect to Establish a Personal Depository Account With DDSC?
How Do I Get a Tracking Number From DDSC for Shipments?
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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