Process
How a Gold IRA Works
Rolling over your retirement savings into precious metals is simpler than you think. Here's the step-by-step process.
The Process
Four Simple Steps
Our team handles the paperwork and coordination so you can focus on what matters.
Request a Free Consultation
Speak with a dedicated senior advisor who will answer all your questions, assess your retirement goals, and recommend a personalized precious metals strategy. No obligation, no pressure.
Schedule Your Call →Open Your Self-Directed IRA
We'll help you set up a self-directed IRA with a trusted custodian. This type of account allows you to hold physical precious metals alongside traditional assets. The process takes 5-10 business days.
Fund Your Account
Roll over funds from your existing 401(k), IRA, TSP, or other retirement account. Direct transfers mean zero tax penalties and no out-of-pocket costs. We coordinate everything with your current custodian.
Select & Secure Your Metals
Choose from IRS-approved gold, silver, platinum, and palladium. Your physical metals are delivered to a secure, insured, IRS-approved depository. You'll receive full documentation and can check your holdings anytime.
Eligible Accounts
What Can You Roll Over?
Traditional IRA
Direct transfer, tax-free
401(k)
From current or former employer
TSP
Thrift Savings Plan rollover
403(b) / 457
Government & nonprofit plans
Timeline
What to Expect
Day 1
Free consultation with your advisor
Days 2-5
Account setup & paperwork
Days 5-15
Funds transfer & metal selection
Day 15+
Metals secured in depository