Individual Retirement Account

Your account executive will discuss your current accounts and whether they may be eligible for transfer or rollover into a self-directed IRA.  Traditional IRAs, ROTH IRAs, SEP and SIMPLE accounts are all examples of individual retirement accounts that may be eligible for transfer.  In addition, you may qualify to roll over a portion or all of an employer sponsored plan such as a 401k, 403b, 457, or TSP plan into a self-directed IRA, that could then be used to acquire physical precious metals.

Once your eligibility is determined, CMG will assist you in the completion of a self-directed IRA application, to establish an account that will receive your incoming transfer or rollover.  You may use any self-directed IRA custodian you prefer.  Cole Metals Group’s recommended self-directed IRA custodian is The Entrust Group.

Once your funds transfer to your chosen IRA custodian is completed, your account executive will meet with you to discuss a precious metals allocation that suits your needs and preferences.  You may place an order for that allocation directly over the telephone with the CMG trade desk.

Upon placing your precious metals order, you will also select an IRS approved depository to hold the metals while they are inside your IRA.  CMG will deliver your metals to the depository of your choice, who will then also report to your custodian that they have been received in good order.  Of course, you are always able to distribute the physical precious metals from your IRA and have them delivered to your home.  We recommend you speak with your tax adviser about the implications of taking distributions, cash or otherwise, from your IRA.

Deliveries to the depository of your choice can typically be expected to arrive within 3-7 business days, depending on delivery location, weather delays or product availability.  Your account executive will provide you with your Order Confirmation and, if needed, Tracking Information as soon as it is available.  All deliveries are fully insured, and your account executive will remain accountable for your delivery until it is completed.