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Purchase & Store Precious Metals
SWP has partnered with two reputable IRA custodians, Preferred Trust Company and Advanta IRA, to offer American investors the opportunity to purchase and store precious metals held in a self-directed IRA.
Investors have the option to purchase and store with SWP in the United States or offshore in the Cayman Islands.
Trust the Turtle
“Preferred Trust Company works with Strategic Wealth Preservation (SWP) to provide our clients diversification not only in where they purchase precious metals, but also where they store their precious metals. SWP services clients both as a fully-integrated precious metals dealer and vaulting facility in the United States and in the Cayman Islands.”
Open & Fund Your Account
Open your self-directed IRA account with Preferred Trust Company or Advanta IRA.
Next, contribute or transfer funds into your account. You can transfer existing precious metals from another IRA custodian.
After funding your IRA account and electing SWP as your dealer and depository, all that is left to do is purchase your precious metals from SWP.
Approved IRA Depository
Our product premiums and storage fees are competitive and we offer all the advantages of storing your assets domestically in the United States or offshore in the safest jurisdiction in the Western Hemisphere. You can elect SWP as both your dealer and depository when completing your Buy Direction Letter.
Funding Completed
Once you've funded your IRA account and have elected SWP as your dealer and depository, all that is left to do is purchase your precious metals from SWP. Once the purchase is complete, SWP will send a copy of the purchase invoice to your selected IRA custodian for settlement and the metals will be deposited to your IRA account.
If you have any questions, please contact SWP today. If you are ready to get started, please open an account:
Contact
1 (888) 990-7892Download application forms
General IRA Application FormRoth IRA Application Form
Preferred Trust Company
SWP Can Help With Your IRA
With a self-directed IRA, you can take control of your financial future
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Self-directed IRAs can provide tax advantages
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Self-directed IRAs can be used to create a tax-advantaged legacy for your family
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Self-directed IRAs can serve as an untapped source of investment capital
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A Self-Directed IRA (SDIRA) offers significant flexibility and investment opportunities, but missteps can lead to penalties, tax liabilities, or disqualification of your account. Here are some common mistakes to avoid:
1. Engaging in Prohibited Transactions
The IRS has strict rules on what you can and cannot do with your SDIRA funds. Prohibited transactions include:
Avoidance Tip: Keep all transactions at arm’s length. Work with a qualified custodian and ensure your investments comply with IRS regulations.
2. Failing to Diversify Your Investments
Many SDIRA investors put all their funds into a single asset—such as real estate or precious metals—without diversifying. This increases risk if the asset underperforms.
Avoidance Tip: Consider a balanced mix of alternative assets like real estate, precious metals, private equity, and traditional securities to spread risk.
A Self-Directed IRA (SDIRA) offers significant flexibility and investment opportunities, but missteps can lead to penalties, tax liabilities, or disqualification of your account. Here are some common mistakes to avoid:
1. Engaging in Prohibited Transactions
The IRS has strict rules on what you can and cannot do with your SDIRA funds. Prohibited transactions include:
Avoidance Tip: Keep all transactions at arm’s length. Work with a qualified custodian and ensure your investments comply with IRS regulations.
2. Failing to Diversify Your Investments
Many SDIRA investors put all their funds into a single asset—such as real estate or precious metals—without diversifying. This increases risk if the asset underperforms.
Avoidance Tip: Consider a balanced mix of alternative assets like real estate, precious metals, private equity, and traditional securities to spread risk.
Get Started Now
Phone Number
1 (888) 445-1977
Email Address
info@swpcayman.com
