IRA Transfer - FAQs

Frequently Asked Questions regarding Rollover IRA
What is a IRA Transfer?

Do you have an existing IRA account (s) ? You may want to consider an IRA Transfer to a Precious Metals IRA. This is an account in which you transfer all or a portion of your existing IRA account (s) into a physical Precious Metals IRA Acount, without paying taxes or withdrawal penalties at the time of transfer.

Consolidating multiple IRAs into a single Precious Metals IRA can make it easier to allocate and monitor your retirement assets. Certain rules apply. Please contact one of our Retirement Specialists for more details at (888) 246-6077.

Prior to a decision, be sure to understand the benefits and limitations of your available options and consider factors such as differences in investment related expenses, plan or account fees, available investment options, distribution options, legal and creditor protections, the availability of loan provisions, tax treatment, and other concerns specific to your individual circumstances.

We can help you determine which option is right for you. Call 888-246-6077 to talk with one of our specialists.

What do I need to do to Transfer my retirement plan assets into a Precious Metals IRA?

An IRA Transfer takes three steps:

Fill out Transfer Application with new custodian on our website or click on the following link. Start Rollover

Move your money to new custodian—to do this, you will need to fill out the account Transfer Form with your new Precious Metals Custodian. We work with several reputable custodians.

Once your account is funded you simple choose your approved portfolio of precious metal investments and designate the private insured vault where your metals will be stored for you.
Call 888-246-6077 and one of our Retirement Specialist will help you every step of the way. They can answer your questions, plus help you with the entire Transfer Process, including any paperwork that may be required.

Will I owe taxes on my rollover?

Generally, there are no tax implications. You are simply moving from one IRA to another IRA via a trustee-to-trustee transfer. This is considered a non-penalty, non-taxable ,non-distribution event. Our IRA Specialists will make sure that it’s a smooth transition for you.

How do I know if I am eligible to Transfer my IRA?

If you are transferring at least $50,000 in cash to fund your new Precious Metals IRA, you qualify. Please ask us about for cash bonus programs available to you at various investment thresholds.

Can I Transfer a portion of my IRA(s)

Yes. you may leave a portion of your current IRA(s) investments with your current custodian. The minimum transfer amount to open a Precious Metals IRA account is $50,000.

Can I Transfer both Traditional and Roth IRA accounts?

Yes, you can transfer both Traditional and Roth IRA accounts. You can combine like accounts into one Precious Metals IRA account. However, if you are transferring both Traditional and Roth IRAs you will simply need to open separate account for each, because the Traditional IRA is pre-tax funds and the Roth is post tax funds and the cannot be comingled. Our IRA specialists can assist you. The first step would be to upload your existing statements and our IRA Specialists can help you determine which solution is best for you.

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