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 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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