Moving retirement funds is an account-transaction decision before it is a precious-metals decision. Understand eligibility, withholding and timing first.
Direct rollover, transfer and 60-day rollover basics.
Questions for your plan administrator and receiving custodian.
Moving from an existing IRA to a self-directed IRA.
Federal-plan rollover considerations.
Eligibility and rollover mechanics.
Why the IRS terminology matters.
Deadlines, withholding and avoidable complications.
Why direct payment can simplify withholding.