We’re thrilled to offer our assistance in transferring precious metals from your existing custodian into an IRA account with our trusted partner, Equity Trust. With our streamlined process, you’ll be able to easily manage your gold and silver investments within your IRA—something many other dealers don’t offer. Unlike other platforms, GoldSilver provides a unique solution where you can access your IRA funds and buy/sell precious metals all in one place!
What to Expect for an In-Kind Transfer:
We recommend reaching out to us directly or scheduling to meet with an IRA Specialist to discuss your specific situation. We can help you determine if your assets are eligible for transfer and guide you through the process.
To get started, please give us a call at 888-319-8166 or email support@goldsilver.com with the following:
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Current Custodian Information: provide the name of the custodian currently holding your IRA.
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Metals and Quantity: If you are transferring precious metals (e.g., gold, silver), include the type and quantity of each metal. A recent statement is ideal for this.
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Alternative Assets: Confirm whether your IRA holds any alternative assets, such as real estate, private equity, or other non-traditional investments. Please note that these assets are not eligible for transfer. If you wish to proceed with the transfer, we will initiate a partial transfer, moving only the eligible assets (e.g., cash, precious metals), while leaving the non-eligible assets in your current IRA.
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Location of Metals: Provide information on where the precious metals are currently stored (e.g., in a depository or physically stored elsewhere).
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IRA Type: Specify the type of IRA you currently hold (e.g., Traditional, Roth, SEP, etc.), and the type of IRA you wish to transfer into (e.g., Self-Directed, Gold IRA).
- Important: If you are transferring from a Roth IRA to a Traditional IRA, please note that this will require liquidating your assets and funding the new account with cash, as In-Kind transfers are not allowed between Roth and Traditional IRAs.
Please note: These transfers can take some time to be completed but we are here to help to facilitate this! If you want to set up a time to call, use the link here Meet with an IRA Specialist
Is there a fee to open a precious metals IRA?
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