Our offices will be closed Monday, January 20th in observance of the Martin Luther King, Jr. holiday.[close]
Not following the rules for self-directed IRAs could lead to the disqualification of the IRA and result in severe tax consequences.
To receive funds from your self-directed IRA without penalty, you must reach the age of 59 ½
Traditional IRA, SEP, SIMPLE, and Solo 401(k) account holders must begin taking required minimum distributions (RMD) from their accounts beginning April 1st of the following year after reaching age 70 ½.