Prepping for your new retirement account is easy as pie. You only need one document: your current retirement account statement. And the rest is really knowledge most people know off the top of their heads.

• Statement of your current retirement Account
• Know your beneficiaries' information
• Know your Social Security Number
• Know your Date of Birth
• Know your legal address as it appears on a utility bill or Drivers License

You see? Easy as pie. That's all we need to start assisting you with getting precious metals as a part of your retirement account.

Talk to us. Everybody's nest egg is going to look a little different. Let's have a conversation about what you have and what strategy works best for you. Help us help you.

We'll get you set up with a new self-directed IRA with one of our trusted precious metals Custodians.

Why we work with the custodians we work with:

• Trusted in industry
• Easy to work with
• Easy online application
• Low Storage Cost
• Variety of storage options for metals

Storage Locations: California (1), Nevada (2), Utah (1), Texas (1), Delaware (2) & New York (1)

• Los Angeles, CA 90023
• Las Vegas, NV 89119
• Boulder City, NV 89005
• Salt Lake City, UT 84115
• Dallas, TX 75234
• New Castle, DE 19720
• Wilmington, DE 19802
• Springfield Gardens, NY 11413

***Storage locations may vary depending on the custodian. Make sure you ask your Retirement Service Representative the different storage locations each Custodian has to offer.

A Transfer is when funds are moved from one IRA (Individual Retirement Account) to your new self-directed precious metals IRA account.

• This is initiated, and done during the application process with your new precious metals custodian.
• Don't worry, this type of transfer is tax-free, IRS penalty free, and there are no limits on how many transfers you choose to make.

A rollover is when you move funds from an employer sponsored retirement plan to your new precious metals custodian account.

• This process is initiated by the account holder of the current retirement account.
• Once the rollover is initiated your current account provider will mail a check to your home address. Then you will mail that check directly to your new Precious Metals Custodian Account. There are no tax penalties when this check is deposited to your New Precious Metals Custodian account within 60-days. ***
• You might have to initiate a Rollover if you have the following retirement account types:
  • 401k
  • 403b
  • 457b
  • TSA
  • TSP

*** The typical form of a rollover is where your current custodian sends funds over in the form of checks.

However, how funds are transferred to your new precious Metals Custodian Account is based on your planned administration discretion. They can choose to send funds to your account in the form of an ACH. Or they can do a direct rollover by sending funds directly to your new custodian.

Whether you transfer or rollover funds, you'll have to match "like plans" to "like plans." For example: Pre-tax accounts get transferred into pre-tax accounts (Traditional and SEP accounts are interchangeable since they are both pre-tax), and post-tax accounts get transferred into post-tax accounts (only transfer Roth account into Roth account).

• There are no tax penalties when processing transfers or rollovers properly. (No worries, We will help you every step of the way!)

You might have a Traditional IRA vs a Roth IRA. Make sure you know which type you have for the funds moving process.

• Roth IRA: This is an IRA where you pay taxes when you are contributing to your retirement.
• Traditional IRA: This is an IRA where you pay taxes when you take a distribution.

Not sure what kind of retirement account you have? Don't worry, we have our Retirement Services Representatives here to help guide you through the process.

An In-Kind distribution is where the precious metals are sent to your location when you take a distribution. From there, there are different opportunities you can take outside of your retirement account. You can choose to sell your precious metals, or you can hold onto your precious metals.

A Cash Distribution is where:

First we buy your precious metals and deposit funds back to your precious metals custodian account.

Then you can choose to have the funds go to you or keep the funds in your Precious Metals Custodian Account.

At the United States Gold Bureau, we have a Buy Back Guarantee. If you purchase precious metals from us we guarantee a buy back. So if you take an In-Kind distribution for any of the precious metals you purchased with us, you could sell the metals back to us!

We encourage you to speak with our Retirement Services Representative to see what kind of distribution works best for you and your needs. Have more questions? Feel free to talk to our reps today!