Articles on: IRA

What kind of information would I need to provide in that application for 7k’s gold-backed IRA?

Here’s the full list of what to have on hand when you’re filling out the application:

Your name, address, and date of birth
Type of account you want to open (Traditional IRA, Roth IRA, Solo 401(k), etc.)
Investment type (Real Estate, Private Equity, Precious Metals)
Credit card
Your mobile phone for PIN verification

Also, just in case and if applicable, bring:

A Current and valid Drivers License or other State Issued ID
Current account statement if you are transferring or rolling over funds from another financial custodian
Name and Social Security Numbers for your designated beneficiaries

Updated on: 16/05/2024

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