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    Rollover took way longer than expected, anyone else?

    Key Takeaways
    • •I finally got my 401k rolled over into a Gold IRA, and while I'm relieved it's done, the whole process felt like it took ages.
    • •I started the paperwork back in late July, figured it would be a few weeks, maybe a month tops.
    • •We're on the farm here outside of KC, and things move a little slower sometimes, but I was still surprised at the pace.
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    I finally got my 401k rolled over into a Gold IRA, and while I'm relieved it's done, the whole process felt like it took ages. I started the paperwork back in late July, figured it would be a few weeks, maybe a month tops. We're on the farm here outside of KC, and things move a little slower sometimes, but I was still surprised at the pace. My advisor from Midwest Bullion Group was super helpful through it all, always answering my calls even if it was just to say "still waiting on XYZ."

    The biggest holdup seemed to be getting my old 401k provider (a major brokerage firm, not naming names but they're everywhere) to release the funds. It felt like they kept finding new forms or needing extra verification steps. Then, once the funds were finally on their way, there was another waiting game for them to clear and for the actual gold to be purchased and secured in the vault. All told, it was nearly 8 weeks from start to finish. I know everyone says "patience is a virtue" with these things, but when you're talking about a significant chunk of your retirement savings (around $75,000 for me), it's hard not to check your account daily.

    Seeing that physical wealth gives me so much peace of mind, especially with everything going on in the world. Being a farmer's wife, I've always believed in tangible assets, things you can really hold. That's why I wanted to get out of the volatile stock market and into something more stable. I’m just curious, for those of you who have done a 401k to Gold IRA rollover, what was your experience with the timeline? Did anyone else feel like it dragged on, or was mine an unusually long process?

    Any insights or tips for anyone else considering it would be great. I love knowing that my family's future is a little more secure against all the digital ups and downs.

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    3 comments

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    Best Answerā–² 8 upvotes
    L
    laura_sanchezšŸ’°Established (100-250k)

    Ugh, tell me about it. My silver IRA rollover was the same way. I think it was partly my fault for not having all my ducks in a row right at the beginning, but even once I did, it still felt like molasses. My original custodian was just dragging their feet. Glad yours is done now, hopefully, it's smooth sailing from here!

    Comments (3)

    8
    laura_sanchezšŸ’°Established (100-250k)Real Investorāœ“ Verified•2 days ago

    Ugh, tell me about it. My silver IRA rollover was the same way. I think it was partly *my* fault for not having all my ducks in a row right at the beginning, but even once I did, it still felt like molasses. My original custodian was just dragging their feet. Glad yours is done now, hopefully, it's smooth sailing from here!

    3
    christopher_young🌟Ultra (5m+)Real Investorāœ“ Verified•2 days ago

    Glad it finally went through for you! "A few weeks" turning into months for what should be a straightforward rollover sounds frustrating. What was the main holdup? Was it the original 401k provider, or things on the Gold IRA side?

    6
    paul_hillšŸ†Advanced (250-500k)Real Investorāœ“ Verified•2 days ago

    Hey, I hear ya, the waiting game can be a killer. But honestly, late July to now for a full 401k to Gold IRA rollover, especially with a landline and presumably some physical mail involved from rural KC? That actually doesn't sound too bad to me. I've seen some horror stories on here stretching 3+ months with folks who live next door to their custodian. Could be worse, believe me!

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