Birch Gold Group: Considering a Gold IRA?
Start With the Right Partner and the Right Process
If you’re exploring how to diversify your retirement savings with precious metals, a 
Gold IRA offers unique benefits—such as protection against inflation, market volatility, and currency devaluation. But starting a Gold IRA isn’t just about buying gold—it’s about choosing the right IRA custodian, understanding fees, and ensuring full IRS compliance.
This guide walks you through the step-
-step process of setting up a Gold IRA, compares the top custodians in the industry, and highlights how Birch Gold Group makes the transition seamless with their expert guidance and trusted partnerships. Whether you’re new to gold or ready to roll over existing retirement funds, this checklist and chart will help you make informed, confident decisions.
Read Our Article About Gold IRAs & Retirement Planning
Birch Gold Group: Your Gold IRA Facilitator
What Does a Gold IRA Facilitator Do?
By guiding you through every step of the process, Birch Gold Group connects you with IRS-approved custodians and ensures your Gold IRA is set up correctly and remains compliant with all regulations. With expert advice and personalized service, they help you select the right metals and storage options for your retirement goals. Assistance with paperwork, rollovers, and ongoing account management makes the process seamless and stress-free.
Why Choose Birch Gold Group?
Birch Gold Group partners most frequently with established custodians such as Equity Trust and GoldStar Trust, but can also work with other top providers to ensure you have access to the best possible service and security. Their commitment to transparency and customer support sets them apart in the industry.
Gold IRA Setup Checklist
Getting Started
- Understand the Role of a Facilitator – Birch Gold Group guides you through the process and connects you with IRS-approved custodians and depositories.
- Request a Free Gold IRA Kit – Download or request Birch Gold Group’s free investment kit for a comprehensive overview of the process.
- Select Your Custodian – Choose an IRS-approved custodian (like Equity Trust or GoldStar Trust) with help from Birch Gold.
Account Setup and Funding
- Open Your Gold IRA Account – Complete required paperwork with your chosen custodian.
- Fund Your Account – Transfer or roll over funds from an existing retirement account or make a new contribution within IRS limits.
- Choose Your Precious Metals – Select from gold, silver, platinum, or palladium for your IRA.
- Select a Depository – Pick a secure, IRS-approved depository for storage.
Ongoing Management
- Complete Your Purchase – Birch Gold Group will help you buy and ship your metals to the depository.
- Monitor Your Portfolio – Keep track of your investment performance and make adjustments as needed.
- Review Your Strategy Annually – Reassess your allocation and investment goals with your specialist.
- Plan for Distributions – Understand RMD rules and distribution options for your Gold IRA.
- Stay Informed – Use educational resources provided by Birch Gold Group to stay updated on precious metals and IRA rules.
Note: Birch Gold Group partners most frequently with established custodians such as Equity Trust and GoldStar Trust, but can work with other top providers to ensure you have access to the best possible service and security.
For more information, visit Birch Gold Group’s official website.
Top Gold IRA Custodians (Including Birch Gold Partners)
| Custodian | Type | Setup Fee | Annual Fee | Storage Fee | Transaction Fee | Notable Features | Insurance/Compliance |
|---|---|---|---|---|---|---|---|
| Equity Trust | Custodian | $50 | $225+ | $100+ | $40 | Large, established, user portal | Fully insured |
| STRATA Trust | Custodian | $50 | $95 | $100+ | $50 | Transparent, educational focus | Fully insured |
| GoldStar Trust | Custodian | $50 | $90 | $100 | $0 | No transaction fees | Fully insured |
| New Direction Trust | Custodian | $50 | $75+ | Varies | $40 | Educational resources | Fully insured |
| Kingdom Trust | Custodian | $50 | $100+ | $100+ | $25 | Flexible options | Fully insured |
Note: Fee amounts are approximate and may vary based on account size, storage type, and other factors. Birch Gold Group partners most frequently with Equity Trust and GoldStar Trust, but can work with other top custodians as needed.
Disclaimer: This content is for informational purposes only and should not be considered financial advice. Always consult with a qualified financial advisor before making investment decisions. The information presented may be subject to change and fees may vary. This content may contain affiliate links.
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