SELF-DIRECTED IRA KNOWLEDGE CENTER
WITHDRAWAL FROM A SELF-DIRECTED IRA
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
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SELF-DIRECTED IRA KNOWLEDGE CENTER
WITHDRAWAL FROM A SELF-DIRECTED IRA
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
WITHDRAWAL FROM A SELF-DIRECTED IRA
Information about distributions, RMDs, recharacterizations, and transferring assets out of your IRA.
CASH DISTRIBUTION
How Do I Take a Cash Distribution From STRATA My STRATA IRA?
How Long Does It Take To Process My Requested Cash Distribution?
DISTRIBUTION - IN-KIND
How Do I Request an In-Kind Distribution?
What Is the Reported Value of My In-Kind Precious Metals Based Upon?
When Taking Possession of My Precious Metals, Is a Physical Signature Required for Delivery?
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?
PRECIOUS METALS DISTRIBUTION - LIQUIDATION REQUIRED
How Do I Liquidate My Precious Metals?
DELAWARE DEPOSITORY
How Do I Take an In-Kind Distribution from Delaware Depository?
How Can I Track My Precious Metals Shipment From Delaware Depository?
What Should I Know if I Elect to Establish a Personal Depository Account With Delaware Depository?
What Are My Shipping Options for My Precious Metals in a Personal Account With Delaware Depository?
How Do I Contact Delaware Depository for Information on Establishing a Personal Depository Account?
What Should I Do If My Package Is Lost, Stolen, or Received in a Damaged Condition?
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TEXAS PRECIOUS METALS DEPOSITORY
What Are My Storage Options at Texas Metal Precious Metals Depository?
How Do I Take an In-Kind Distribution from Texas Precious Metals Depository?
BRINKS
How Do I Take an In-Kind Distribution from Brinks Depository?
DISTRIBUTIONS - TAX REPORTING
What is an Excess Contribution?
Will I Be Penalized for Taking a Distribution on or After Reaching Age 59½?
Will I Be Penalized for Taking a Distribution Prior to Reaching Age 59½?
What Is Needed to Make a Withdrawal from a STRATA IRA for a Non-U.S. Citizen?
TRANSFERS OUT
How Do I Request a Partial Transfer of My STRATA IRA to a Successor Custodian?
How Do I Close My Account With STRATA?
CONVERSION AND RECHARACTERIZATION
How Do I Request a Recharacterization of Funds?
How Do I Request a Conversion to My Roth IRA?
