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First Year Fees Waived on IRAs Over $50,000
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Offer details
- Offer typeGold IRA
- Minimum investment$10000
- Offer highlightFirst-year fees waived
- Business name
- Offer Trust Index (user-driven)Trust Index Pending
- DescriptionInvest $50k+ in a Birch Gold IRA and they reimburse your first-year setup, storage and management fees.
Fees & Costs
- Setup fee (one-time)$50
- Admin fee (annual)$100
- Storage fee (annual)$100
- Custodian fee (annual or per-transaction)Not specified
- Misc. fees (wire fees, paper statement fees, etc. — may be one-time or recurring depending on use$30
- Fee waiverFirst-year setup, storage & management fees waived
Bonus Offer Details
Bonus offer
First-year fees waived
Bonus trigger
Deposit of $50,000 or more
Bonus terms
Applies to setup, storage, management and wire fees for first 12 months
Storage & Custodian Details
- Storage optionsChoice of Depository
- Default depositoryNot specified
- Custodian partnerEquity Trust
Delivery, Transfer & Buyback Policies
Transfer time estimate
Not specified
Buyback policy
Birch Gold will repurchase metals it originally sold at no additional charge.
Shipping policy
Standard insured shipping to depository.
Insurance details
Vault assets insured up to $1 billion
Availability & Expiration
- Geo availabilityU.S. only
- Expiration dateNot specified
- Is expiredno
Eligible Products
- IRS-Approved Gold CoinsAmerican Gold Eagle, Canadian Gold Maple Leaf, Other gold bars or rounds .995+
- IRS-Approved Silver CoinsAmerican Silver Eagle, Canadian Silver Maple Leaf, Other silver bars or rounds .999+
- IRS-Approved PlatinumAmerican Platinum Eagle, Other platinum bars or rounds .9995+
- IRS-Approved PalladiumAmerican Palladium Eagle, Other palladium bars or rounds .9995+
- Eligible productsGold IRA, Silver IRA, Bullion Bars & Rounds (Non-IRA), Home Delivery Metals
Account Type Eligibility with Birch Gold Group
In the context of Gold IRAs and similar offers, account type eligibility refers to whether funds from a specific retirement account can be used to fund the offer, either through a rollover, transfer, or in some cases, a direct contribution (subject to IRS limits).
- Traditional IRA✔️ eligible
- Roth IRA✔️ eligible
- SEP IRA✔️ eligible
- SIMPLE IRA✔️ eligible
- 401(k)✔️ eligible
- 403(b)✔️ eligible
- 457(b)✔️ eligible
- Solo 401(k)✔️ eligible
- HSA✔️ eligible
- TSP❔ not specified
- 414(h)❔ not specified
- SDIRAs✔️ eligible
Account Type Eligibility: What It Means
You can fund a Gold IRA by rolling over or transferring funds from certain retirement accounts. Below is a breakdown of how common account types are usually treated.
| Account Type | Eligibility Explanation |
|---|---|
| Traditional IRA | Commonly eligible for rollover into a Gold IRA. |
| Roth IRA | Eligible via Roth-to-Roth transfer. |
| SEP IRA | Generally eligible for rollover. |
| SIMPLE IRA | Eligible after 2 years of participation. |
| 401(k) | Eligible if you’ve left your employer or your plan allows in-service rollover. |
| 403(b) | Often eligible under similar conditions as a 401(k). |
| 457(b) | Eligible if it’s a governmental 457(b); check your plan. |
| Solo 401(k) | Eligible, but depends on the custodian and plan structure. |
| TSP (Thrift Savings Plan) | Eligible after separation from federal service. |
| 414(h) | May be eligible depending on plan rules. |
| HSA (Health Savings Account) | Not eligible — HSAs are not retirement accounts. |
| SDIRA (Self-Directed IRA) | Already capable of holding precious metals if set up properly. |
Note: This information is general and may vary by provider or employer plan. Always check with your custodian or tax advisor to confirm eligibility.
About this offer
Birch Gold reimburses your first-year setup, wire, storage and custodial charges when you transfer at least $50,000 into a new self-directed IRA. Specialists handle rollover paperwork with Equity Trust, purchase IRS-approved bullion and arrange insured storage.
| Rating & Label | Meaning |
|---|---|
| 5.00 - 4.50 ✅ Delivered as Promised | The offer was fulfilled as described, with high satisfaction from users. |
| 4.49 - 3.80 🟢 Mostly Delivered | Most users had a positive experience, with minor issues reported. |
| 3.79 - 2.80 ⚠️ Partially Delivered | Mixed experiences — some parts of the offer were delivered, others were lacking. |
| 2.79 - 1.80 🟠 Not Delivered Properly | Several users reported issues with the offer not being fully honored. |
| 1.79 - 1.00 🔴 Offer Not Honored | The offer was not delivered as expected, with major trust concerns. |
| ⏳ Trust Index Pending | This offer has not been reviewed yet. |
Note: The Trust Index for the offer "First Year Fees Waived on IRAs Over $50,000" is not available yet. This offer has not been reviewed. Once users share their experiences, a trust level will be displayed.
Legal & Disclaimers
Confirm waiver terms, deposit thresholds and custodian charges with the dealer. Precious-metals investing carries risk; consult a professional and review current IRS guidelines. Promotion may end without notice.
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