Rollover from 401k to Gold IRA - My Experience (and a question)

• •Thought I'd share my recent experience with rolling over a portion of my old 401k into a Gold IRA.
• •I've been eyeing this for a while, especially with all the market volatility and inflation concerns.
• •Had about $2.5M in an old plan from a company I left a few years back, just sitting there gathering dust and frankly, not performing how I liked.

Thought I'd share my recent experience with rolling over a portion of my old 401k into a Gold IRA. I've been eyeing this for a while, especially with all the market volatility and inflation concerns. Had about $2.5M in an old plan from a company I left a few years back, just sitting there gathering dust and frankly, not performing how I liked. Decided to move about $500k into physical gold through a Gold IRA.

The process itself was surprisingly straightforward, though it did take a bit longer than I initially expected. I worked with Augusta Precious Metals – did a lot of research, talked to a few different companies like Birch Gold and Noble Gold, but Augusta just felt like the best fit for my Greenwich-based needs. Their reps were super professional, walked me through all the tax implications (or lack thereof, since it's a direct rollover), and helped me choose the specific coins. I went with a mix of American Gold Eagles and Canadian Gold Maples. The custodian they partnered with (Equity Trust) seemed very competent as well.

The most nerve-wracking part was probably waiting for the funds to transfer and then for the actual metals to be delivered to the depository. It wasn't a "direct" deposit in the sense that I saw the gold immediately appear, but once everything was confirmed, I received the documentation of ownership. It's a different kind of peace of mind knowing that portion of my wealth isn't tied directly to the stock market's whims. My wife was a bit skeptical at first, but with the market being what it is, even she's starting to see the appeal of having a physical asset.

I'm now contemplating if I should increase my allocation, especially with election year uncertainties. For those of you who've done similar rollovers, what percentage of your total portfolio do you feel comfortable having in physical gold within an IRA? I'm currently sitting at around 10% of my total investable assets, but part of me wonders if 15-20% would be more prudent given the current economic climate.