Investing in Precious Metals

Financial professionals across the globe all agree that asset diversification is the key to success. To reduce the risks of investing, many professionals suggest the purchase of precious metals to diversify investments among different securities or asset classes. And now, you can hold precious metals in your IRA. With a self-directed IRA from CamaPlan you can invest in all types of precious metals, including gold, silver, platinum and palladium.

Here is how easy it is to use your self-directed IRA to invest in Precious Metals.

  1. Open an account with CamaPlan.
  2. Find your investment opportunity by choosing a precious metals dealer.
  3. You negotiate the precious metals purchase and terms with the dealer.
  4. Open an account with the broker under the IRA’s name, example CamaPlan SDIRA FBO “Your Name” IRA

Complete the following forms:

  • Precious Metals Asset Purchase Form – filled out and signed by client (copy accepted)
  • Precious Metals Broker Account – Please forward broker account application paperwork or verification documents.  The account must be opened in the IRA’s name titled as follows, CamaPlan SDIRA LLC FBO “client name” IRA.

After the purchase is made the account owner or the broker will direct its deposit in a secure repository.  Please note that sufficient funds need to be available in order to pay storage fees for the life of the assets held.