Gold IRA Rollover Step-by-Step Plan Generator
Generate your rollover path, risk flags, checklist and next actions.
Where is the retirement money now?
The source account determines which rollover path and rules are relevant.
Add the details that change your rollover path
Only the details that affect the workflow.
How are you planning to move the money?
If you're not sure, choose “Not sure” — the result will show the cleaner path to investigate.
Gold IRA Rollover Roadmap
Your current path, risk flags and next actions based on the details you entered.
Your rollover path
The cleanest path to investigate based on your current setup.
Your rollover risk check
The issues worth resolving before money moves.
Direct vs indirect rollover simulator
See why the method of moving the money can matter.
Direct path
Intended for institution-to-institution rollover/transfer. No 60-day redeposit clock is created by you personally receiving the distribution.
If the distribution is paid to you
Your step-by-step rollover plan
Mark each checkpoint as you complete it. Progress is stored in this browser.
Execution tools
Use only the modules you need.
Save your plan
Keep a private version for yourself, or share a sanitized roadmap without the dollar amount.
Compare Gold IRA rollover companies before opening the receiving account
Compare rollover assistance, custodian setup, annual fees, storage, minimums, dealer pricing and buyback terms before choosing a provider.
Compare Gold IRA Rollover Companies →This free Gold IRA Rollover Step-by-Step Plan Generator helps you turn a potentially confusing rollover process into a clear, personalized plan. Answer a few questions about your current retirement account, the amount you’re considering rolling over, and your situation, and the tool will map out the rollover path that may apply to you.
Your plan highlights important issues to check before moving your money, including rollover eligibility, direct vs. indirect rollover considerations, tax-related flags, outstanding plan loans, the 60-day rule, potential withholding, and Gold IRA storage and metals requirements. You’ll also get a practical step-by-step checklist, questions to ask your plan administrator or custodian, and clear next actions so you know what to verify and who to contact before proceeding.
The goal is simple: give you a useful roadmap based on your situation instead of making you piece together the rollover process from multiple articles.
