Learning Center

Setting up a Precious Metals IRA is a simple process. Your Allegiance Gold account executive and Self-Directed IRA custodian are there to assist you every step of the way.

Allegiance Gold offers a streamlined process that allows you to set up and fund your Precious Metals IRA in just three steps:

Start by opening a Self-Directed IRA that is eligible to hold precious metals. Your IRA must be managed by a Self-Directed IRA Custodian to remain IRS compliant. To complete your application, select a Self-Directed IRA Custodian from Allegiance Gold’s preferred vendor list. Your custodian will help you choose from one of our preferred precious metal depositories, where your precious metals will be secured in a designated space that is insured against all physical loss, damage, theft or other liability.

After your Self-Directed IRA is open, the next step is to deposit funds into the account. Whether you are rolling over an existing IRA or funding a new one, your Self-Directed IRA Custodian will guide you through the process. Once your IRA account is funded, your IRA Custodian will notify Allegiance Gold to let us know you’re ready to purchase precious metals.

Your Allegiance Gold account executive will help you select and purchase IRA-approved precious metals from Allegiance Gold. Your precious metals are then shipped, fully insured, to your chosen depository for safe storage in a high-security facility. Your Self-Directed IRA custodian will notify you when your precious metals arrive at the depository.

To learn more about setting up a Self-Directed Precious Metals IRA, contact an Allegiance Gold account executive online or call 1-844-790-9191.