Setting Up A Self Directed Precious Metals IRA Is A 3 Step Process

1. Open A Self-Directed IRA

Start with establishing an account eligible to hold precious metals. In order for your Self-Directed IRA account to remain IRS compliant, it must be managed by an IRA Custodian. Select your choice of custodians from our list below to complete the application and help you choose the best depository to safely store your precious metals.

2. Fund Your IRA Account

After the Self-Directed IRA account is open, the next step is to deposit funds into the IRA account. Whether you are rolling over an existing account or funding a new one, your IRA Custodian will guide you through the process.Once your account has funds, your IRA custodian will notify Allegiance Gold.

3. Purchase Precious Metals

Once your IRA account has been funded, you are ready to purchase IRA approved precious metals.
Your IRA Precious Metals will be shipped fully insured to your chosen depository for safe storage in a high-security facility. You will be notified by your IRA Custodian when your metals arrive at the depository

Allegiance Gold’s Preferred Self-Directed IRA Custodians

GoldStar Trust Company
P.O. Box 719
Canyon, TX 79015 
Toll Free: 800-486-6888

Self Directed IRA Services Inc.
7901 Woodway Drive, Suite 200
Waco, TX 76712
Toll Free 866-928-9394

New Direction IRA Inc.
1070 W Century Dr #101,
Louisville, CO 80027
Toll Free 877-742-1270

Allegiance Gold’s Preferred Precious Metals Depositories

Segregated vault storage with a private, fully insured third-party custodian is the safest option for precious metals storage. With segregated vaulting, the precious metals are held in designated space with utmost security and are 100% insured against all physical loss, damage, theft, or other liability.

Delaware Depository 
3601 North Market St.
Wilmington, DE 19802
Phone: 302-765-3889

International Depository
406 West Basin Road
New Castle, Delaware
Phone: 888-322-6150

Brinks Global
580 5th Avenue Suite 400
New York, NY 10036 USA
Phone: 800-5-BRINKS

Any portion of an existing IRA Account can be either
transferred or rolled into a precious metals retirement account.
The following are the two options:


An existing IRA can be transferred into a Self-Directed Precious Metals IRA at any time as long as the assets are transferred from prior custodian to custodian specializing in Self-directed IRA. The distribution check from the old IRA custodian must be made out in the name of the trustee or custodian of the new Self-Directed IRA that receives the funds.

A Rollover

Instead of transferring, some customers withdraw funds from old custodian and deposit it with the new Self-directed IRA custodian. Rollover options include: Traditional IRA, Roth IRA, SIMPLE, SEP, individual, HSA, or Coverdell. It is recommended that deposits be made within 60 days of the withdrawal or one would run the risk of being liable for taxes or penalties. The limitation of a rollover is that, any transfer above a single transfer within 12 months, would affect the tax-deferred status.