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    401k to Gold IRA transfer - just finished, a few thoughts

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    Key Takeaways
    • Finally got around to rolling over a chunk of my old 401k into a gold IRA, and wow, it felt like it took forever!
    • I started the process back in late January, probably around the 25th or so, and the physical silver bars just hit my depository account last week.
    • So, we're talking a solid 6-7 weeks from start to finish.
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    Finally got around to rolling over a chunk of my old 401k into a gold IRA, and wow, it felt like it took forever! I started the process back in late January, probably around the 25th or so, and the physical silver bars just hit my depository account last week. So, we're talking a solid 6-7 weeks from start to finish. I was hoping it would be quicker, but honestly, dealing with my old 401k provider was a bit of a nightmare. Lots of waiting on hold, forms to fill out, then more forms because they "didn't receive the first set." Ugh.

    I ended up transferring about $60,000 of my total 401k, opting for mostly silver bars this time around. I already have some gold coins from a previous direct purchase, and for this IRA, I really wanted to load up on silver. The thought of having that tangible asset, especially with all the market craziness we've seen, just really appeals to me. As a nurse here in Seattle, I've seen firsthand how quickly things can change, and having some of my retirement in something physical brings me a lot of peace of mind. It’s not my whole retirement fund, obviously, but it feels like a really important hedge.

    The company I used was pretty good about keeping me updated, even if the actual transfer itself was slow. They sent me emails every few days saying "still waiting on your old plan administrator" which at least let me know they were on it. Once the funds finally cleared, the actual purchasing and shipping to the depository was pretty fast – maybe a week. Now that it’s all done and I can see those shiny silver bars in my account statement (virtually, of course), I feel a lot better about my retirement security. I’m thinking about rolling over another $30k later this year, but I might just keep it in my current 401k and then do a direct contribution to the IRA from my savings for that next batch. What are other people's experiences with rollover timelines? Was mine long, or is that pretty standard?

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    4 comments

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    frank_rivera💎Premium (500k-1m)

    Congrats on getting it done! 6-7 weeks does sound like a bit of a haul. I went through a similar process with my old 401k to a gold IRA a while back, and I remember it being closer to 3-4 weeks. Maybe it depends on the custodian or the specific metals you're transferring? Just a thought, but it definitely can vary.

    Comments (4)

    1
    nancy_hall💰Established (100-250k)Real Investorabout 2 months ago

    Dude, I totally feel you on the timeline! I did a similar rollover with an old 401k last year, and it was a solid 8 weeks before I got confirmation all the physical gold was safely in the vault. I was refreshing my email like crazy. Glad it finally went through for you!

    6
    donald_nelson💎Premium (500k-1m)Real Investor✓ Verifiedabout 2 months ago

    Hey, glad to hear you got it all sorted! That's a pretty intense timeline. When you say the "physical silver bars just hit my depository account," does that mean you opted for silver instead of gold, or was it a mix? Just curious!

    10
    frank_rivera💎Premium (500k-1m)Real Investorabout 2 months ago

    Congrats on getting it done! 6-7 weeks does sound like a bit of a haul. I went through a similar process with my old 401k to a gold IRA a while back, and I remember it being closer to 3-4 weeks. Maybe it depends on the custodian or the specific metals you're transferring? Just a thought, but it definitely can vary.

    4
    joyce_cooper📊Growing (50-100k)✓ Verifiedabout 2 months ago

    Hey, glad to hear you got it all taken care of eventually! 6-7 weeks is definitely a stretch, but at least the assets are secured now.

    For anyone else reading this looking to rollover, I'd highly recommend checking out the IRS guidelines on rollovers first. It can save a lot of headaches knowing the rules upfront, especially regarding indirect vs. direct rollovers and the 60-day rule. Hope that helps someone else out!

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