How to open up a Precious Metals IRA with Swiss America

1. Verify Eligibility: Confirm that your retirement account is eligible for a rollover or transfer. The following accounts are eligible to be rolled over into a precious metals IRA: ● Traditional IRA

● Roth IRA ● SEP IRA ● SIMPLE IRA ● Eligible 401(k), 403(b), 457, TSP, and more

Contact your plan administrator or custodian to obtain this information. 2. Contact Gold Wealth Management: Reach out to us at Gold Wealth Management by calling the toll-free number: 1-866-GLD-SLVR (453-7587) to provide you guidance 3. Consultation: Schedule a consultation where we will assess your financial goals and provide guidance, personalized recommendations, answer your questions and initiate the opening of your precious metals IRA. I will explain the various options available and help you make informed decisions about your precious metals IRA. 4. Select a Custodian: Gold wealth management works with reputable custodians such as GoldStar Trust and Equity Trust that specialize in precious metals IRAs. The custodian will hold and secure your precious metals on behalf of your IRA. I will assist you in selecting a suitable custodian and guide you through the account setup process.

Made with FlippingBook - Online catalogs