Chat with us, powered by LiveChat

WE WILL BEAT ANY COMPETITOR'S ADVERTISED PRICE - Call Now To Confirm Product Availability 1-800-559-0088

Explore

Understanding A Precious Metal Rollover 

A Brief History of Gold Discovery, Value, Investment

The following article is created by Orion Metal Exchange for the benefit of our investors and perspective investors alike. We seek to provide relevant content concerning precious metals and the impact caused by the economy and geopolitical trends that will most likely place impact on your financial future. If you are interested in learning about precious metal investing, call 1-800-559-0088, for a FREE investor kit.   

What is a Precious Metals IRA? 

A precious metals IRA enables an investor to own physical precious metal coins in a self-directed IRS approved retirement program. The Taxpayer Relief Act of 1997 expanded the investment assets allowed in IRAs to include physical precious metals. However, most precious metal numismatic products are not allowed in an IRA due to purity standard requirements. With exception to the American gold Eagle coin, the IRS requires gold coins and bars to be 24 karats in purity. The American gold Eagle coin was minted from 1986 to present. 

What is a Rollover? 

If you have a retirement plan established through an ex-employer, you can transfer the retirement account to a different custodian while maintaining the benefits of a tax deferred account. These are the basic conditions to qualify for a retirement account rollover: 

  • The sponsoring company has changed its retirement program. 
  • The sponsoring company has changed ownership. 
  • The employee is 59 ½ years or older. 
  • The employee is no longer employed by the sponsoring company. 

Rollover Method 

Precious Metal Rollover 

The IRA stipulates only three ways for the completion of a rollover: 

  • Direct Rollover: in this method, your plan administrator directly issues a check to the IRA of your choice. This method assures zero tax withholding from your rollover. 
  • Trustee-to-Trustee Rollover: The trustee of your previous IRA can facilitate a rollover to your current IRA trustee. This method also ensures zero tax withheld. 
  • 60 Day Rollover: A check for your current rollover is issued in your name and there is no tax obligation if you place the retirement funds in another IRA within 60 days.

Why rollover into physical precious metals? 

An precious metals IRA account offers investors the ability to properly diversify, hedge against inflation, and potential for growth when geo-economic uncertainty is in play. Tax advantages, global liquidity, and additional stability are what a precious metal IRA can offer. The primary benefits of precious metals include serving as a hedge against inflation, providing portfolio diversification, offering stability during economic uncertainty, and acting as a store of value over the long term. 

Precious metals have a comparatively low or negative correlation when compared to stocks and paper assets. When the values of other assets decrease, precious metals will likely rise in value and promote portfolio balance and stability.  

Precious metals are not prone to mismanagement or mishandling by corporations or government entities. Precious metals are not subject to government policy changes. For example, when you own a gold Eagle coin, no one can borrow or loan against your gold coin. Physical precious metals are free from the risk associated with debt.  

Unlike a conventional retirement plan, a precious metal IRA gives you the ability to know exactly where your physical asset is stored and located. 

Interested in initiating a rollover into precious metals? 

Simply contact Orion Metal Exchange. Within minutes, they can help you establish a precious metal retirement account. Then, our IRA department will contact your current retirement account custodian and request the transfer of your retirement account funds. Once your funds are transferred, you will be able to buy, sell, or exchange gold, silver, platinum, or palladium with a phone call. Our IRA department will then insure and ship the precious metals to your insured IRA depository account. A precious metal IRA account allows you the flexibility to buy, sell, and exchange precious metals within your retirement account as a non-taxable event. Orion Metal Exchange offers the option of every legitimate precious metal IRA custodian and depository in the nation, and our IRA department will help you find the best custodian and depository program to suit your personal needs. Every IRA commercial depository we work with is insured by Lloyd’s of London for the value of the precious metal holdings. 

FAQ: Your Key to Understanding!   

How does a precious metal rollover differ from other investment strategies?

A precious metal rollover involves transferring funds from a retirement account into physical precious metals like gold or silver. Unlike traditional investment strategies which rely on stock or bond performance, this approach offers tangible asset ownership, potentially providing a hedge against economic instability and inflation.

How does a precious metal rollover fit into a diversified investment portfolio?

A precious metal rollover diversifies a portfolio by adding physical assets like gold or silver alongside traditional investments, serving as a hedge against economic volatility and inflation. This inclusion can enhance portfolio resilience and mitigate risks associated with market fluctuations, contributing to a well-rounded investment strategy. 

Orion Metal Exchange presents this article for both our investors and perspective investors, offering insights into precious metals and their relevance amidst economic and geopolitical trends. To explore precious metal investing further, dial 1-800-559-0088 for a FREE investor kit. 

Your Order Summary

A minimum total purchase amount of $10,000.00 is required to checkout. Click here to shop more

Your Details Back
Your personal data will be used to process your order, support your experience throughout this website, and for other purposes described in our privacy policy.

Once you've placed the order, our team will contact you shortly.

By submitting your information, you agree to be contacted by Orion Metal Exchange via phone, email or text. You can unsubscribe at any time. Please see our Privacy Policy.