If you’re looking to invest in precious metals through Birch Gold Group, you can do so by buying the physical metals and having them delivered to you, or you can go through an IRA and have them stored at a safe facility. Here is a breakdown of the steps of getting started with either option:
Physical Purchase
Birch Gold Group offers physical purchases of precious metals. Users can view all the different options directly on the website. Simply browse through the options and decide what to invest in. If you’re unsure what route you want to take, you can also contact an account specialist to discuss your options.
Once you know, you can pay via wire transfer or check. Once Birch Gold gets the payment, it will securely deliver the precious metals to the address you provided.
Precious Metal IRA
When you’re ready to start up a precious metals IRA with Birch Gold, you need to follow 5 key steps. First, decide if you’ll be rolling over funds from an existing retirement account or making direct contributions.
The Birch Gold team will help you facilitate the transfer to a custodian that specializes in precious metals IRAs. You can choose from the shortlist of custodians that Birch Gold Group has carefully vetted and have top-tier reputations in the space.
The next step is to talk with a Birch Gold Group specialist to decide which precious metals to include in your portfolio.
Once you decide on the makeup of your investment, you can make the payment. The account specialist confirms the selection and then will guide you through the necessary paperwork.
You then need to choose a depository to send your precious metals to. Birch Gold has provided you with five options, all IRS-accredited.
Your precious metals will then be sent to this facility, where they are insured. You can always contact your account specialist to discuss your current holdings.