Gold IRA Rollovers

Money goes directly from one custodian to another. You never hold it. This is the usual route when you are moving from an existing IRA.

Money leaves a workplace plan, such as a 401(k), and goes into an IRA. It can go directly to the new custodian or, in some cases, through you. The direct route avoids most of the ways this can go wrong.

It depends on the account you are moving from and the rules of that plan. We help you understand the choice; your custodian confirms the mechanics; your tax professional confirms the consequences.

• Taking money out personally when a direct move was available.
• Moving more than they meant to, because nobody asked what portion made sense.
• Not knowing who to call once the paperwork is in motion.

Every rollover has rules, and the consequences of getting them wrong are real. We do not give tax advice. Talk to a qualified tax professional before you move anything.