5
How to Create a Precious Metals IRA

How to Create a Precious Metals IRA

Embed Size (px)

Citation preview

Page 1: How to Create a Precious Metals IRA

How to Create a Precious Metals IRA

Page 2: How to Create a Precious Metals IRA

3500 WEST OLIVE AVE., SUITE 730, BURBANK, CA 91505 | (800) 355-2116 | WWW.BIRCHGOLD.COM

Opening a Precious Metals IRA is a simple, straightforward process, and in just a few steps you could be on your way to safeguarding your retirement savings with gold, silver and other metals. But with your financial future at stake, it’s important that you approach this process carefully and with full understanding of what’s involved.

Before you open your account, a first essential step is to consider the reasons why you want to invest in precious metals and how they could benefit your individual situation.

A precious Metals IRA offers numerous potential benefits:

Take the time to learn about precious metals and speak to a professional who can help you determine the best course of action for your retirement investment plan.

Now, let’s take a closer look at some of the simple steps involved with opening your Precious Metals IRA.

Diversification of your retirement portfolio

Protection against stock market volatility

Hedge against inflation and the weakening U.S. dollar

Long-term growth potential and stability

Tax benefits of a government-approved retirement account

Page 3: How to Create a Precious Metals IRA

3500 WEST OLIVE AVE., SUITE 730, BURBANK, CA 91505 | (800) 355-2116 | WWW.BIRCHGOLD.COM

Open your account with a trusted company within the precious metals industry – one that specializes in Precious Metals IRAs and has knowledgeable associates who can answer your questions and guide you through the entire process.

This is essential to ensuring that you can invest with complete confidence and knowledge about your options, rather than guesswork and anxiety.

As with any type of retirement account, you’ll need to add funds before you can begin investing. Keep in mind that the IRS has annual contribution limits for IRAs, which also apply to Precious Metals IRAs. You can also rollover funds from an eligible 401k, 403b, 457, Thrift Savings Plan (TSP) or IRA. This will simply require some transfer documentation initiating the transfer of your 401k funds into a new IRA.

Precious Metals IRAs can hold a wide variety of assets, in addition to precious metals. During this step, you’ll select the amount of funds you would like to designate to those metals and other investments, such as stocks, mutual funds, mortgage-backed securities and others. You have the freedom to diversify as much or as little as you wish.

Choose an established precious metals company

Fund your account

Allocate your funds as desired

1

2

3

Page 4: How to Create a Precious Metals IRA

Now, it’s time to choose the metals that will be added to your account. The IRS has approved a wide variety of gold, silver, platinum and palladium for placement in an IRA. Each type of metal must meet specific criteria for weight and purity, as determined by the IRS. A few popular IRA-approved precious metals include the American Eagle gold and silver coins (bullion and proof), American Gold Buffalo, Austrian Philharmonic gold and silver coins, and gold and silver bars, among others.

Once you’ve selected your metals, your Precious Metals IRA custodian will complete the transaction, purchasing the metals on your behalf at current market prices.

When adding physical gold, silver or other metals to a Precious Metals IRA, the metals must be stored in an approved depository or vault. Like the funds in a conventional IRA, you must initiate a withdrawal to take possession of your metals.

Have questions? Make sure you get answers first. Remember that each of the steps above can be completed quickly and easily when you’re dealing with an experienced Precious Metals IRA dealer. Get advice from a professional who can offer individualized advice based on your own goals and needs.

Select your precious metals

Your custodian processes your order

Your metals are stored in a depository or vault

4

5

6

Page 5: How to Create a Precious Metals IRA

Over the years, as governments have fallen and stock markets have tumbled, precious metals have remained a bedrock of stability and security. To learn more about protecting your

financial future with investments in gold, silver, platinum and palladium, take the first step today:

Request our free investment kit.

Visit www.birchgold.com

or call (800) 355-2116