Friday, April 11, 2025
Step 1: Obtain a copy of statement(s) for your IRA and/or 401k.
Make sure you have the full copy of the entire statement. Make sure each page is crystal clear and can be read, as well as all 4 corners of the page in the document.
We recommend to ideally scan it and send over in an email, however if you have a camera on your phone, you may take a photo as well.
Step 2: Open a Self Directed IRA account
A Self Directed IRA (SD IRA) is simply the type of IRA that can accept and hold physical gold and silver. No penalties or taxable events will be triggered when you move/roll funds from another IRA/401k to the SD IRA.
In other words, there's no cost or penalty to you to put funds in here from another retirement plan. Once this account is open, we will generate your account number.
Step 3: Transferring funds to your new SD IRA
We will either submit a Transfer Request form OR if it's a 401k plan, we call your current financial company and request a check for the amount you're rolling into your new SD IRA.
These funds will move tax free, penalty free to your SD IRA. This process is very simple and we will help facilitate the call and paperwork to your financial company you're moving out of.
If you have a current 401k that you and/or your employer is still contributing to, we will not close this account, of course. We will simply move whatever amount of your choosing into the SD IRA, which will be allocated to the precious metals.
Step 4: Waiting times
Depending on the financial company, some moving quicker than others, the speed in which the funds are transferred can take just a few days, or in some more extreme cases take a few weeks.
Verity Metals will make sure the process is done as quickly and efficiently as possible, however sometimes a financial company will do everything in its power to not allow these funds to leave their books. We have your back every step of the way.
Step 5: Storing your IRA Gold and Silver
Verity Metals has the most unique and comprehensive selection of depository options and methods in the industry.
This is one of the main reasons people like to work with us when it comes to converting their retirement accounts to gold and silver.
Storing your physical gold and silver is one of the most important things to consider when choosing a company, and most of the time is completely overlooked.
We have found that the vast majority of people doing gold/silver IRA's are not being given all their options in terms of storage.
While we believe that most depositories are just fine, in some cases clients have much more tailored needs in terms of locality and accessibility of their precious metals, which is what separates us from the entire gold and silver industry.
We will do a comprehensive consultation to discuss all the options at your fingertips. This is covered in our initial consultations, which is also why it's great to give us a call so that we can discuss these options is great detail.
Step 6: Getting your Gold and Silver
Verity Metals will help you avoid purchasing mistakes in the world of precious metals. Not all products are created equal, and there's different markets for different products.
Too many times have we seen customers of other gold companies fail to deliver the best products available. When you get into any asset, one of the rules is to also consider how you'll get out of that asset.
We make sure you're getting the best advice, insights, and product recommendations of any company in the industry.
This is another reason why a basic consultation with us is so valuable, it's because we're going to teach you the market and help you avoid costly purchasing mistakes.
That way, when you commit to gold and silver for your portfolio, it will work to the maximum effectiveness years into the future.
Step 7: Finalizing your IRA and solidifying your retirement savings
Once we decide on product choices, and we have everything available to you from US Minted coins (our recommendation), to bars, to rounds, from big to small, to other world coins, we will invoice your retirement account for the written invoice you will receive, review, and sign off on.
Once the invoice is completed, we will immediately send the gold and silver to the storage option of your choice. You will have online access and receive quarterly statements, just like you do with any other IRA or 401k.
There is a few week waiting period to see your gold and silver show on your account, and that is because you gold and silver will be verified and logged depending on the storage method you chose.
If you decided to take delivery of it yourself, you will have it shipped to the address you chose to have it shipped to.
From there you can match it up to the invoice to ensure everything is there and accounted for.
Step 8: Moving forward in our relationship
Verity Metals will now be your Broker of Record. Should you ever decide to liquidate, sell, get delivered, take distribution, etc, Verity Metals can handle it for you A to Z.
We will be the company you can depend on when you need or want to transact on your holdings. Just like any other IRA, you're always able to liquidate back to cash. You can move your money IRA to IRA anytime you want, tax free, penalty free, just so long as it remains in the IRA system.
You have total flexibility and are never "stuck". We ensure quick turnaround times, faster than any company in the industry.
You can always call the owner of the company, Matt Geiger directly 24/7 at (480) 717-9081.
You'll never be put on hold, and because we're a small, customer-relationship focused storefront, and not a big call center like all the other companies, we are always at your beckon call. You have us on speed dial.
What so many companies lack in the gold/silver industry, we excel.
If you're considering converting your IRA or 401k to the physical precious metals, there's many things you'll want to consider before committing to a company.
At Verity Metals we believe we offer the best, most tailored solutions in the entire industry. We are an ACTUAL gold silver shop, not some big call center that resembles the movie Boiler Room, where there's no gold or silver on site.
We serve the general public in Glendale, AZ and around the country. We carry the most comprehensive selection of products on site, and we don't have a bunch of telemarketers.
We charge the smallest fees in the industry, give you the best product recommendations that will make your time in gold and silver much more impactful.
Verity Metals is a Gold and Silver storefront in Glendale, Arizona. It specializes in physical precious metals with a wide range of inventory. Verity Metals is a certified Gold/Silver IRA dealer that serves the local Glendale community, as well as the entire United States. You have a friend in the gold business.
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The markets for coins are unregulated. Prices can rise or fall and carry some risks.
Past performance of the coin or the market cannot predict future performance.
All calls recorded for quality assurance.