Quote Originally Posted by algerwetmore View Post
I inquired about stock certificates for my investments in a self-directed IRA, and was told by the broker, if I took delivery, I would incur a tax liability. Does anyone know if this is a true statement?
Your broker is correct - taking physical possession of stock certificates yourself is treated as a taxable withdrawl that may also incur a 10% penalty. It is the same as if you partially or completely liquidated your IRA custodial account.

If I recall correctly, you would have to find another custodian or custodial entity who is willing to request the certs on your behalf and then hold these certs for you.

There was a thread back several months ago that discussed how - the lowdown was that the logistics were non-trivial.