Setting up an IRA with Birch Gold Group is a straightforward and readily navigable process.
1. Create the account
The first step is to create your account. To do this, you’ll have to choose a funding source. You can either transfer funds from any existing IRA, rollover a 401(k), or purchase precious metals directly through Birch Gold Group.
Accounts eligible for rollover include:
- Traditional IRA
- Roth IRA
- SEP IRA
- SIMPLE IRA
- Eligible 401(k), 403(b), 457, TSP, and more
Whatever you choose, the minimum investment at startup is $10,000.
Once you’ve settled on a funding source, the Birch Gold Group pairs you with a precious metals specialist to coach you through the IRA process.
They’ll help you transfer funds to a reliable custodian by working with you and their partner, Equity Trust.
2. Choose your precious metals
The Birch Gold Group offers a variety of precious metals in which to invest. These range from gold and silver to platinum and palladium. Once again, your precious metals specialist will help you reach the best investment decision for you and your portfolio.
3. Purchase your precious metal
Once you’ve decided what precious metal you want in your portfolio, you’re ready to make a purchase. Your precious metals specialist will walk you through the process and send your metals to a trusted depository for safekeeping.
Purchase made, your precious metals are stored in a depository. The Birch Gold Group works with Delaware Depository, which insures your metals for up to $1 billion, as well as with Brink’s Global Service, with locations in New York, Los Angeles, and Salt Lake City.
Depository storage can save you additional paperwork and keep your money safe. The Birch Gold Group works with you to find the best fit for your investments’ storage and custodianship.
With your precious metals safely deposited, all that remains is to keep in regular touch with Birch Gold Group. They’ll keep you apprised of your investments and offer resources to keep you informed and educated about the ongoing investment process.