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    Inherited IRA to Gold - My Experience and Some Questions

    B
    brian_edwards🌟Ultra (5m+)
    about 1 month ago
    Key Takeaways
    • Just closed on unloading a couple of condos in Snowmass and was thinking about the inherited IRA my aunt left me back in '19.
    • When she passed, God rest her soul, I suddenly had this ~$800k account to deal with.
    • First thing I did was call my guy and get it all moved into a self-directed account.
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    Just closed on unloading a couple of condos in Snowmass and was thinking about the inherited IRA my aunt left me back in '19. When she passed, God rest her soul, I suddenly had this ~$800k account to deal with. First thing I did was call my guy and get it all moved into a self-directed account. Didn’t even touch it for a year, just let the market do its thing. But inflation started making me nervous, and honestly, seeing all that paper money just sitting there felt… flimsy. Especially after dealing with contractors and supply chain headaches for the last few years on my developments, the tangible nature of precious metals really started appealing to me.

    So, about two years ago, I decided to pull the trigger on converting a good chunk of it to physical gold, using an IRA custodian who specialized in this. It was a pretty straightforward process, honestly. Had about 60% of the account moved into various gold coins and bars, all stored in an approved depository. The process itself was surprisingly quick – a few weeks from start to finish. Watching the gold prices jump around since then has been interesting. I'm up a decent bit, certainly more than I would have been in a standard equity fund over the same period, given the volatility.

    Now, I’m looking at potentially adding more, maybe some more silver bars this time around, hence why I'm here in this sub. The original conversion was mostly gold eagles and some kilo bars. Anyone experienced with converting an inherited IRA specifically into silver bars? I'm not talking about some small amount, I'm thinking a significant portion of what's left. Are there any particular custodians that are better for large silver holdings in an inherited IRA? And for those who have done something similar, how has the storage and liquidation piece been for you?

    Thinking about allocating another $300k from that inherited account into silver. Would love to hear some real-world feedback from anyone who's navigated this. The tax implications of the RMDs are another thing I'm always keeping an eye on – has holding physical precious metals made that any more complicated for anyone?

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    7 comments

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    Best Answer▲ 19 upvotes
    M
    mark_adams👑Elite (1m-5m)
    This is a smart move, OP. I did something similar a few years back with an inherited Roth – not a full conversion, but a significant portion into precious metals. The tax advantages of keeping those gains sheltered are just too good to pass up for retirement savings. Just make sure your custodian handles the reporting correctly; that's where I saw a few hiccups initially with the previous brokerage.

    Comments (7)

    1
    richard_garcia👑Elite (1m-5m)Real Investorabout 1 month ago

    Hey, interesting read! Just curious, what made you decide to go with a self-directed account specifically? Were there particular investment options or strategies you were aiming for that a traditional IRA couldn't offer?

    5
    sandra_green📊Growing (50-100k)✓ Verifiedabout 1 month ago

    Congrats on the Snowmass sales, sounds like a nice chunk of change! Regarding the inherited IRA, while it's cool you're exploring options, I'm a bit curious about the rush to dump all of it into gold. Historically, gold is a great hedge, but it's not exactly known for its explosive growth potential, especially when you're talking about a significant portion of an inherited account. Did your "guy" walk you through other options beyond just moving it to self-directed? Just thinking about maximizing those gains, especially with that kind of windfall.

    10
    brian_edwards🌟Ultra (5m+)Real Investor✓ Verifiedabout 1 month ago

    Whoa, that’s quite the sum to inherit! Sounds like you’ve been on top of things, though, getting it into a self-directed account. I had a similar situation, though on a much smaller scale, when my grandpa passed. I ended up converting a portion of his traditional IRA into physical silver. It felt good to have something tangible. Good luck with your decision!

    8
    sandra_green📊Growing (50-100k)✓ Verifiedabout 1 month ago

    Glad to hear your experience was overall positive. I'm over here in Kansas City and was looking at rolling over a chunk of an old 401k into a Gold IRA myself a few months back. I found the flowchart on GoldIRAs.com's rollover guide really helpful for understanding the different options and what to watch out for with penalties and taxes. It breaks down direct vs. indirect pretty clearly. Definitely worth a look if you're trying to explain it to family or just want a visual aid!

    15
    gary_stewart📊Growing (50-100k)about 1 month ago

    This is a great thread. I'm in Fresno and been looking at doing something similar. I did a 401k rollover to a gold IRA a few years back for my retirement savings, mostly because I was nervous about market volatility. The process was way smoother than I expected, and the tax advantages are a huge plus for me personally. Curious to hear more about how you navigated the inherited IRA specifics, since that's a different beast than a standard rollover.

    19
    mark_adams👑Elite (1m-5m)Real Investorabout 1 month ago

    This is a smart move, OP. I did something similar a few years back with an inherited Roth – not a full conversion, but a significant portion into **precious metals**. The **tax advantages** of keeping those gains sheltered are just too good to pass up for **retirement savings**. Just make sure your custodian handles the reporting correctly; that's where I saw a few hiccups initially with the previous brokerage.

    13
    robert_thompson💰Established (100-250k)Real Investor✓ Verifiedabout 1 month ago

    It's a smart move to diversify that inherited IRA, especially with current inflation. When I rolled over a portion of my 401k a few years back, I wish I'd known more about the RMDs. If you're near that age, seriously, the RMD Calculator here on Gold IRA Blueprint is super helpful for planning that out. I'm in Phoenix, and that desert sun isn't the only thing that's hot, so is the market for precious metals right now.

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