Start a Gold IRA: Your Complete Checklist
Week 1: Research
- ☐ Compare 3-5 companies (fees, BBB ratings)
- ☐ Read customer reviews on Trustpilot & BBB
- ☐ Verify IRS-approved custodian status
- ☐ Check depository options and insurance
Week 2: Decision
- ☐ Choose company based on your priorities
- ☐ Request fee schedule in writing
- ☐ Confirm buyback policy terms
- ☐ Decide: segregated vs. commingled storage
Week 3: Application
- ☐ Complete online application
- ☐ Submit ID and funding documentation
- ☐ Choose Traditional or Roth Gold IRA
- ☐ Designate beneficiaries
Week 4: Funding
- ☐ Initiate rollover or transfer
- ☐ Verify funds received by custodian
- ☐ Select metals with your specialist
- ☐ Confirm purchase and depository storage
Typical timeline: 3-4 weeks from start to metals purchased | Checklist by 
Our Editorial Team
