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How do I withdraw from my retirement IRA or Roth IRA account?

Withdrawing from your retirement account ( IRA, Roth IRA, SEP IRA )

Written by Wes W

Because retirement accounts have additional tax reporting and regulatory requirements, withdrawals and liquidations from Traditional IRAs, Roth IRAs, and SEP IRAs must be handled by a Monorail representative.

How to Request a Withdrawal

To begin the withdrawal process, please:

A representative will review your request and assist you with the required paperwork and next steps.

Live Agent Availability

Our live agents are available:

Monday – Friday
8:30 AM – 5:30 PM (Eastern Time)

If you submit your request outside of business hours, a representative will contact you as soon as possible during the next business day.

Important

Retirement account withdrawals may have tax consequences or penalties depending on your age, account type, and circumstances. A Monorail representative will help ensure your request is processed correctly.

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