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IRA Account Setup & Transfer Guide

IRA Account Types We Support

Traditional IRAs • Roth IRAs • SEP IRAs • SIMPLE IRAs • Inherited/Beneficiary IRAs

Note: SEP and SIMPLE IRAs require additional documentation during setup.

5305-SEP.pdf

Form 5304-SIMPLE (Rev. March 2012)

Getting Started

Account Creation: Create your IRA account through our secure platform to ensure proper integration with your precious metals' storage. This allows for seamless account management and funding.

For New Clients Welcome! Here is the link to begin an application: GoldSilver

For Existing Clients If you already have an account with us, simply log in and select "Open a New Account" (located above the logout option in your account menu) to add an IRA to your existing profile.

Funding Your Account: You can begin funding your IRA immediately during the account creation process using rollover funds, transfers, or new contributions.

Funding Options

Rollover from 401(k) or Other Retirement Account

  1. Select "Fund" then "Rollover" in your account
  2. We'll provide payment instructions for Equity Trust (our IRA custodian)
  3. Choose wire transfer or mailed check

Questions about rollover specifics? Contact Equity Trust directly using the information we provide.

Transfer from Another IRA

We'll need to know:

  • Transfer type: Cash (liquidated funds) or In-kind (existing metals)
  • Transfer amount: Partial (keeping original account open) or Full (closing original account)

Timeline Expectations Transfer times vary by your current custodian

If you wish to do an In-Kind transfer for precious metals or have questions you can set up an appointment with an IRA specialist here: Meet with an IRA Specialist

In-Kind Metal Transfers

What This Means If you already own precious metals in another IRA, we can transfer those actual metals to your new account with us.

Important Considerations

  • We'll verify your metals are eligible for our storage facilities
  • All metals are stored at our secure Salt Lake City facility with Brinks 

Associated Costs

  • Shipping fees (if transferring from a different storage location)
  • Possible closing fees with your existing custodian

What to Expect

Account Setup Your account will be fully integrated with our platform for easy management and trading.

Communication We'll keep you informed throughout the process and provide realistic timelines based on your specific situation.

Inherited/Beneficiary IRAs

If you're inheriting an IRA:

  • Indicate this on your application
  • Provide documentation showing the account is a beneficiary IRA
  • This ensures proper tax treatment for your inherited assets

Questions?

Our team is here to guide you through every step of the IRA setup and transfer process. Contact us for personalized assistance with your specific situation. Meet with an IRA Specialist or give us a call at 888-319-8166 Monday - Friday 9am-6pm EST.