Rolled my IRA into physical gold - wanted to gut check my tax strategy

• •Okay, so I finally pulled the trigger on rolling over about $1.5M from my traditional IRA into a self-directed gold IRA.
• •My main concern right now, frankly, is making sure I've got my tax ducks in a row.
• •No 60-day rule to worry about, no constructive receipt – that was a huge relief.

Okay, so I finally pulled the trigger on rolling over about $1.5M from my traditional IRA into a self-directed gold IRA. Took me a good six months of due diligence, talking to wealth managers, and getting comfortable with the idea of actually holding physical assets instead of just paper. Given I sold my tech startup last year, I'm sitting on a decent chunk of change and wanted to diversify away from what I see as an increasingly volatile stock market.

My main concern right now, frankly, is making sure I've got my tax ducks in a row. I worked with a firm specializing in these rollovers, and they assured me it was a non-taxable event since it was a direct trustee-to-trustee transfer. No 60-day rule to worry about, no constructive receipt – that was a huge relief. However, thinking down the line, when I eventually liquidate some of this gold (hopefully way up from here!), that's where I need to be ironclad. I know future distributions will be taxed as ordinary income, just like any other traditional IRA distribution. What I'm less clear on is the reporting requirements for the physical movement of the gold itself within the IRA structure.

For anyone else in Dublin or Columbus, OH who's done something similar, how are you handling the annual reporting from your custodian? Are there any specific Ohio state tax implications for holding precious metals in an IRA that I should be aware of? My advisor said federal trumps most state stuff here, but I always like to double-check. Also, is anyone else using a separate tax advisor specifically for their alternative assets, or are you just relying on your primary financial planner?

I'm feeling good about the move; the peace of mind knowing a significant portion of my retirement is in something tangible, something that’s held value for millennia, is a big win for me. Just want to make sure I'm not overlooking any tax gotchas. Appreciate any insights from those who've been there, done that!