Affiliate Disclosure: This is an independent review site. We earn referral compensation from featured companies. Our ranking methodology scores companies across four weighted criteria: BBB rating (25%), fee transparency from verified IRA agreements (30%), minimum investment (20%), and documented service quality (25%). Compensation does not influence scores. This content is educational — consult a CPA or CFP® before executing a rollover.
Sarah Mitchell, CFP® — Senior Financial Planner • 12 years in retirement portfolio management
Last updated: April 2026 | Next review: July 2026 • Sources: IRS Publication 590-B (2025), SEC Investor Alert on Self-Directed IRAs (2022), FINRA.org, World Gold Council Demand Trends 2025

Privacy Policy

Last updated: March 2026

Information We Collect

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How We Use Information

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Your Rights

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Changes to This Policy

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