A Precious Metals IRA functions in the same manner as a regular IRA except you are holding, in an IRS approved depository, a physical asset in the form of the metal instead of a paper asset such as stocks or bonds.
Step 1: Open Account:
One of our knowledgeable advisors will guide you step-by-step through the process of opening your SDIRA.
Step 2: Fund the Account:
We coordinate with you to determine the best method for you to fund the account. It can be a tax-free transfer from an existing IRA account or a 401K rollover to a new SDIRA.
We will coordinate with your current IRA custodian and oversee the tax-free rollover of your existing 401K or IRA assets into this new IRA account. This process may take up to 5 business days.
There are several types of retirement funds that are eligible to be transferred or rolled over including:
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- Traditional IRA
- Roth IRA
- Simplified Employee Pension (SEP)
- Savings Incentive Match Plan for Employees of Small Employers (SIMPLE)
- Thrift Savings Plan (TSP)
- Tax-Sheltered Annuity (TSA)
- Eligible 401(k), 403(b), 457, and other retirement plans
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Step 3: Choose Your Metals and Order:
When the account is funded, we guide you in selecting the metals and place the order for the gold, silver, platinum, or palladium assets you select. VaultUS Gold has an extensive catalog of eligible metals, and we will help you identify which ones best fit your investment goals.
Step 4: Close the Transaction:
Once you place your order, VaultUS Gold handles the remainder of the transaction. We purchase the metals for you and arrange the shipment of your metals to the IRS-approved depository you selected.
Step 5: Sit Back and Relax
Once you’ve gone through this easy process, you can be comfortable in the knowledge that you have further secured your IRA investments.
