Getting Started: How to Open an Account

Have a rough idea of three things. Exact figures can wait.

• Which retirement account the money is in today (IRA, 401(k), or similar).
• Roughly what portion you are thinking about moving.
• Whether you lean toward gold, silver, platinum, or a mix — or want to talk it through.

• You speak with a precious metals specialist about what you own and what you are trying to do.
• On the strategy call, your specialist lays out options and you choose your metals.
• Our IRA department helps you fill out the custodian application, starting from our pre-application.
• Our IRA department calls your current custodian and processes the transfer paperwork for you.
• Your funds arrive at the new custodian.
• We confirm your selected metals with you verbally on a recorded line and submit that confirmation to the custodian to finalize the purchase.
• Your metals ship, insured, to the depository.
• Your specialist services the account for life.

When money moves from one retirement account to another as a properly handled transfer or rollover, it stays tax-deferred and avoids early-withdrawal penalties. Our IRA department processes the paperwork so the move is done correctly. Your tax professional can confirm how this applies to you.

It depends on your current custodian and is outside our control. Some move money faster than others. Your specialist keeps you updated while the transfer is in progress.

The custodian needs identity and beneficiary details to open the account. That information is collected through a secure application, not through a marketing form on this site.

Moving retirement money can have tax consequences that depend on your facts. Review them before you act.