Rollover tax questions - anyone else go from tech to gold?

• •I'm based in Dublin, OH, and while my financial advisor is usually solid, this feels like a new layer.
• •Specifically, has anyone here had experience with a large IRA rollover into a precious metals IRA and then later decided to do a Roth conversion?
• •What kind of tax headaches did that create, if any?

Okay, so I finally pulled the trigger on rolling over a decent chunk of my IRA into a Gold IRA, and while the physical assets are sitting pretty in Delaware, my accountant just hit me with some potential tax considerations that I honestly hadn't fully wrapped my head around yet. I was so focused on diversifying out of the market and into something tangible after selling my tech company last year – getting out of that high-stress game was the best decision of my life, by the way. Anyway, we're talking about a seven-figure rollover here, and even with the direct transfer, he's bringing up things like potential pro-rata rules if I ever do a Roth conversion down the line, and some nuances with RMDs when the time comes. I'm based in Dublin, OH, and while my financial advisor is usually solid, this feels like a new layer.

Specifically, has anyone here had experience with a large IRA rollover into a precious metals IRA and then later decided to do a Roth conversion? What kind of tax headaches did that create, if any? My accountant mentioned tracking basis and the 'ordering rules' for distributions, and frankly, some of it went a bit over my head when he started deep-diving into the IRS code. I'm trying to figure out if there's anything I should be doing now to mitigate future issues, beyond just keeping meticulous records.

I left the tech world so I wouldn't have to deal with this level of complexity anymore, but alas, taxes wait for no man, especially one with a significant portfolio. Any advice or shared experiences from those who've navigated similar waters would be hugely appreciated. Did you find one strategy better than another for managing the tax implications of these large gold IRA rollovers? I'm trying to ensure I'm not setting myself up for a nasty surprise years down the road with Uncle Sam.

It's great having the peace of mind with physical gold, but the administrative side sometimes makes me want to scream. Right now, about 15% of my total portfolio (which is hovering just north of $3M) is in this Gold IRA, not including the direct physical gold I bought separately. Just trying to be proactive.