Gold is commonly used as a long-term diversification asset. It may help reduce portfolio concentration in paper assets, but it still carries price risk and should be sized thoughtfully.
Our approach is simple: explain product choices clearly, document pricing in writing, and let you decide on your timeline.
Coins vs. Bars
Coins are often easier to recognize and trade in smaller amounts. Bars may offer lower premiums per ounce, especially as size increases.
Many clients use a mix: coins for flexibility and bars for cost efficiency.
Gold IRA Basics
IRA accounts require approved products and approved storage. Most gold must meet .995 purity, with limited exceptions under IRS rules.
If you are evaluating an IRA rollover, review total costs in writing: setup, annual custodian fees, storage, and buyback terms.
Want help comparing options? We can walk through products and provide pricing in writing before you decide.
Schedule a Consultation