IRA Rollover Process

0:00
If you've been looking into a precious metals IRA, you're probably wondering, "How does this actually work?" The good news, it's way simpler than you might

0:08
think. At Lear Capital, they don't just hand you a form and wish you luck. They're with you from day one to help you figure out if physical

0:16
gold or silver is the right move for your retirement savings. Step one, the basics. It starts with a simple

0:23
application to open what's called a selfdirected IRA. Then grab a recent statement from your current

0:30
retirement account and Lear takes it from there. Step two, the handoff. Next, you'll speak with a specialist to help you review eligible rollover or

0:39
transfer options. If you decide to move forward, LER can help coordinate the process with your current custodian,

0:47
including a secure three-way call to verify your identity and get the ball rolling. You remain involved while

0:53
Lear's IRA team helps keep the process streamlined. Step three, the fun part. Once your funds arrive, the fund

1:01
starts. You get to browse IRS approved metals and pick exactly what fits your goals. Once you buy, your gold

1:08
and silver are stored in an IRS approved depository, fully insured and totally secure. Fast forward to when it's time to take your distributions.

1:18
You've got options. You can convert your metals back into cash, or you can have the physical gold or silver delivered

1:25
right to your door and still benefit from any future increases in their value. In a world where things feel very uncertain, a precious

1:34
metals IRA is a great way to diversify your retirement with something you can actually hold. Don't put off for tomorrow, which you can take care of

1:42
today. Learn more. Lear Capital is here to help you understand your options. Call now to speak with a precious metal specialist today to get your questions answered.