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    5 years in with my Gold IRA - a Denver small business owner's perspective (and some questions!)

    Key Takeaways
    • So it's been about five years now since I rolled over a portion of my old 401k into a Gold IRA.
    • I started small, just under $70k from an old employer plan that was just sitting there not really doing much.
    • The company I went with made the rollover surprisingly smooth, thankfully.
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    So it's been about five years now since I rolled over a portion of my old 401k into a Gold IRA. As a small business owner here in Denver, I'm always looking for ways to diversify and protect my assets, and the idea of physical gold just really resonated with me. I started small, just under $70k from an old employer plan that was just sitting there not really doing much. Honestly, I was a bit nervous about the whole process – it felt like a pretty big step for someone who’d always just used traditional investment vehicles. The company I went with made the rollover surprisingly smooth, thankfully. Took about a month from start to finish, which felt reasonable.

    My initial goal wasn’t really to get rich quick, but more about hedging against inflation and market volatility, especially with all the economic uncertainty we've seen since then. I remember seeing pretty strong gains in the first couple of years, which felt good. It dipped a bit here and there, and I definitely had some moments of "did I do the right thing?" But overall, looking at my statements now, I'm pretty pleased. My original $70k is now sitting closer to $95k, which isn't a bad return for something I consider more of a protective measure than an aggressive investment. It’s certainly outpaced some of my other more traditional positions that have felt pretty stagnant lately.

    I’m thinking about adding another $20k from some profits I made last year with the business. My question for others here, especially those who've been in Gold IRAs longer than me: have you found it beneficial to continually add to it, or do you tend to set it and forget it after your initial investment? Also, for fellow small business owners, how do you balance your gold holdings with other business investments and traditional retirement plans? Any insights on whether now is still a good time to buy more, or if I should wait for a dip?

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    7 comments

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    Best Answer▲ 18 upvotes
    R
    ruth_perez📊Growing (50-100k)
    Reading your post, it sounds like you've navigated some of the trickier aspects of Gold IRAs pretty well, especially with the small business angle. I'm in Albuquerque, been holding physical gold in my IRA for about seven years now, started with around $60k. The big thing I always stress is the custodian choice – people often overlook how much difference a good one makes on fees and even the quality of communication. Make sure they're transparent about all their charges, not just the headline annual fee.

    Comments (7)

    2
    ronald_morris👑Elite (1m-5m)Real Investorabout 2 months ago

    Hey, glad to hear your Gold IRA is working out for you! While I definitely see the appeal of diversification and hedging against inflation, I've always been a bit wary of anything that doesn't generate income directly. I mean, gold is great for wealth preservation, but it doesn't pay dividends or grow like a business. Just an alternative perspective, not knocking your strategy at all!

    1
    catherine_bell🏆Advanced (250-500k)Real Investorabout 2 months ago

    Hey, cool to see another small biz owner with a Gold IRA! I'm about 3 years in myself, and honestly, the peace of mind is probably the biggest return on investment for me. Always good to diversify, especially with how wild things can get. What's been your biggest takeaway so far?

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

    Hey, that's awesome you're sharing your experience! Five years is a good chunk of time. You mentioned you're "always looking for ways to diversify and protect" your assets – was there anything specific driving that decision to go with gold five years ago, rather than other alternative investments?

    7
    dorothy_lopez💰Established (100-250k)Real Investorabout 2 months ago

    Hey there! Sounds like you've been on a good path with diversifying. Since you're asking about optimizing, something many people overlook is understanding the different types of gold available for IRAs (e.g., American Gold Eagles vs. Canadian Gold Maple Leafs, etc.). Each can have slightly different premiums and liquidity depending on market conditions.

    You might find this resource helpful for a quick rundown on IRS-approved metals: https://www.irs.gov/pub/irs-tege/epchd602.pdf. It's a bit dry since it's the IRS, but it clarifies what's allowed. Good luck!

    5
    maria_campbell📊Growing (50-100k)✓ Verifiedabout 2 months ago

    Totally agree with this! Also a small business owner (restaurant, not Denver though) and the diversification has been a huge stress reliever for me. Just knowing a chunk of my retirement isn't tied to the stock market's whims helps me sleep better at night, especially with all the ups and downs lately.

    17
    charles_lewis💎Premium (500k-1m)Real Investorabout 2 months ago

    Good to hear from another long-timer. For me, the game changer was switching from annual statements to an actual online portal for my holdings; being able to log in and see live prices and performance for each coin and bar makes a huge difference in peace of mind. Also, if you're still paying those exorbitant spread fees, negotiate hard or look at another custodian. I got my rep to cut them practically in half after threatening to move my 7-figure account.

    18
    ruth_perez📊Growing (50-100k)about 2 months ago

    Reading your post, it sounds like you've navigated some of the trickier aspects of Gold IRAs pretty well, especially with the small business angle. I'm in Albuquerque, been holding physical gold in my IRA for about seven years now, started with around $60k. The big thing I always stress is the custodian choice – people often overlook how much difference a good one makes on fees and even the quality of communication. Make sure they're transparent about *all* their charges, not just the headline annual fee.

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