Step by step
Setting up your Gold IRA
The process is simpler than most people expect. Here is exactly what happens, from first call to metals in the vault.
- 1
Open a Self-Directed IRA
A Gold IRA must be held by a custodian that permits alternative assets. We introduce you to established, regulated custodians and complete the application with you by phone — typically about ten minutes.
- Photo ID and basic details
- Choose Traditional or Roth
- No cost to open
- 2
Fund the account
Most people fund with a direct rollover or transfer from an existing retirement account. The money moves custodian-to-custodian, so nothing is distributed to you and nothing is taxed. Annual cash contributions are also allowed within IRS limits.
- 401(k), 403(b), 457(b), TSP, IRA, SEP, SIMPLE
- Direct rollover: no tax, no penalty
- Partial rollovers are fine
- 3
Select and store your metals
Choose from IRS-eligible gold, silver, platinum, and palladium. Your order is placed at the locked-in price, then shipped fully insured to an approved depository where it is held in your name.
- Eligible bullion coins and bars only
- Segregated or non-segregated storage
- Statements and online account access
How long does it take?
Opening the account takes minutes. Funding depends on your current plan administrator — usually one to three weeks. Metals are typically delivered to the depository within a few business days of settlement.
Start with a call — 855-724-2475