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IRA Rollovers

PROTECT YOUR RETIREMENT WITH REAL ASSETS

PRECIOUS METALS

IRA Rollovers

HOW DO I ROLL OVER MY IRA INTO PHYSICAL PRECIOUS METALS?

To create or rollover an IRA into precious metals, you must first select a custodian. We will guide you through the process of selecting a well-established custodian, or you can select the custodian of your choosing. Once you have selected your custodian, you must fund an account with your custodian and lock in pricing terms with us. Your custodian will issue bank wire payment to us on your behalf, and we will ship your precious metals to the depository.
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WHAT IS A CUSTODIAN?

An IRA is a trust or custodial account set up in the United States for you or your beneficiaries. All IRAs must be held by a custodial entity. A custodian is a designated financial institution (bank, credit union, or licensed non-bank institution) that administers the client’s securities. Their services include account administration, financial transactions, tax support, and other related trust management items. The fees charged by the custodians vary depending on the services desired by the client.

WHAT IS A DEPOSITORY?
A depository is a high security private storage facility. While a custodian is technically allowed to own or manage a depository, it is extremely rare. In nearly all cases, a custodian will use a third-party depository. Therefore, it is necessary that you select the depository at which you desire to store your precious metals. Note that not all custodians maintain agreements with every depository, so be sure to inquire.

WHO DOES THE PURCHASING?

Once you have chosen a custodian, funded your account, and selected your depository, purchasing precious metals is no different than an ordinary transaction. You may place an order by phone at (920) 888-2025, Monday - Friday, 9:30 AM – 5:00 PM CST.

We will need to know:
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1. Your IRA account number
2. The name of a contact person at your custodian.

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Since your funds reside within the IRA, we must contact your custodian for payment. Once payment has been received, we will ship directly to your depository.
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MY IRA IS "SELF-DIRECTED". DOES THIS MEAN I CAN TAKE POSSESSION OF MY BULLION?
No. The Internal Revenue Code requires that a custodian safeguard your IRA-held precious metals. A “self-directed” IRA is simply a retirement account that enables the individual to direct the investment decisions.
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ARE THERE ANY CIRCUMSTANCES IN WHICH I COULD TAKE POSSESSION OF MY IRA-HELD PRECIOUS METALS?

It is technically possible for an individual to become the custodian of his IRA, but this process is more complicated legally and falls beyond the scope of this document.
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HOW DO I LIQUIDATE THE PRECIOUS METALS IN MY IRA?
In a self-directed IRA, you may liquidate your holdings by contacting us with a “sell” order. We will issue instructions to your custodian, who will then arrange shipment of your metals from your depository to our depository in Texas. Settlement via bank wire will be remitted to your custodian within 1 business day of receipt of your precious metals. If you store your IRA holdings at our depository in Texas, IRA liquidations typically happen 3-7 days faster than orders shipped in from other depositories since there is no transit time lost. An added benefit of IRA storage in our depository is that there are no shipping or handling costs when liquidating your holdings.

PRIVATE STORAGE
Storage of gold, silver, platinum, and palladium is private, fully segregated, and individually sealed. Metals are never commingled or allocated.
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SECURE FACILITY
The underground facility is outfitted with bulletproof doors, metal detection, man traps, truck traps, biometric access, armed security, 24/7 surveillance, and three layers of concentric protection. Facility operators employ best practices such as dual controls, segregation of duties, chain of custody monitoring, and 5S methodology. All security personnel are employees of the depository (no outsourced security)! Facility alarms are tied directly to local and county law enforcement situated within one mile of the depository.
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100% INSURED & AUDITED
A Lloyd’s of London Insurance policy covers the full value of metal contents in the facility and adjusts to prevailing market rates. Insurance protection covers external theft, employee theft, fire, flood, and other natural disasters. Storage contents are audited annually by San Antonio, TX firm ADKF.

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