Birch Gold Review

Birch Gold Group helps Americans diversify their savings with physical precious metals, including gold, silver, platinum and palladium. Customers can purchase for physical possession or they can rollover an eligible tax-deferred retirement account into a Precious Metals IRA — with zero tax implications or penalties.

Accounts that are eligible for a rollover include Traditional, Roth, SEP and SIMPLE IRAs. Additionally, many employer-sponsored retirement savings plans, such as a 401(k) and 403(b), are also eligible to be transferred to a Precious Metals IRA.

Here is more info on Birch Gold Group and its services:

Minimum Investment Amount

$10,000 for both IRA and Cash purchases (physical delivery)

Fee Breakdown

Can vary by custodian, but here are fees for their preferred custodian that most of their customers use:

  • One-time: $50 setup, $30 wire transfer
  • Annual: $100 storage, $80 management

Ongoing Promotions

  • First year fees waived on IRAs over $50,000
  • Free shipping for cash purchases over $10,000
  • Up to $10,000 in free precious metals on qualified purchases

Storage Options

For IRAs, depository options include the Delaware Depository, Brink’s and International Depository Services. Among these options, locations include Delaware, Los Angeles, New York City, Dallas and Seal Beach, CA.

IRA Process

  • Speak with a Precious Metals Specialist to explain motivations for interest in gold and silver.
  • If interested in moving forward, speak with an IRA Specialist, who will learn about your current retirement account and help to confirm rollover eligibility.
  • If eligible to convert existing retirement funds into a Precious Metals IRA, proceed to create an account with custodian capable of handling self-directed IRAs. Birch Gold can suggest a few options, and will assist with completing paperwork.
  • Rollover funds from existing retirement account to new self-directed IRA. Again, Birch Gold’s IRA Specialists can assist in this process.
  • With funds in new self-directed IRA, Birch Gold’s Precious Metals Specialists facilitate the purchase of your desired precious metals.
  • Metals are stored on your behalf at an approved depository, and insured up to $1 billion. You’ll have the option for segregated or non-segregated storage.

You may request a free gold IRA kit from their site to learn more details:

Cash Purchase Process

  • Speak with a Precious Metals Specialist to explain motivations for interest in gold and silver.
  • If interested in moving forward, send funds to Birch Gold Group via check or bank wire.
  • Upon receipt of funds, Birch Gold’s Precious Metals Specialists facilitate the purchase of your desired precious metals.
  • Metals are shipped (fully insured) directly to your location of choice.

Custodian Options

Currently, Birch Gold Group primarily works with Equity Trust, however, they will work with any custodian that you would like them to.

Buyback Options

Birch Gold Group will buy back any metals that they have sold to you, at zero additional charge.

What Makes Birch Gold Unique

At Birch Gold Group, they believe in empowering their customers through knowledge.

As a customer, you will have an opportunity to express all of your objectives, motivations and concerns. You will have an opportunity to ask any question – about precious metals or their company – and they’ll be an open book to you.

And before you make any decision, they will make sure you understand the options best suited to you, including the pros and cons of each.

With this knowledge, you will act with confidence.

The rigorous set of standards that they hold themselves to include:

  • Customer Empowerment
  • Educational
  • Empathy
  • Ethical
  • Transparency
  • Efficiency

Birch Gold Contacts

  
Address:3500 West Olive, Suite 730, Burbank, CA 91505

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