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Learn the rollover process for moving eligible retirement funds into a self-directed IRA that can hold physical metals.
Learn how eligible 401(k) and IRA funds can move into a self-directed IRA for physical metals while following IRS rollover rules.
Enter your details to instantly download The 2025 Gold IRA Rollover Kit.
Most retirement accounts limit you to stocks, bonds, and funds. A Self-Directed IRA lets you hold physical gold and silver with the same tax benefits. Here's the process.
Set up a Self-Directed IRA with an approved custodian. Takes a few days, straightforward paperwork.
Funds move directly from your old custodian to the new one. Tax-free when done as a direct transfer.
Purchase IRS-approved metals. They're stored at an approved depository in your name.
The Easy Way (Direct Rollover)
Funds move from one custodian to another. This is generally the cleaner path for documentation and tax handling.
The Hard Way (Indirect Rollover)
Funds are sent to you first, then redeposited. This route has timing rules and more room for mistakes, so it should be reviewed carefully.