Individual Retirement Accounts (IRA)

You can buy and hold precious metals in a self-directed IRA in the United States or Cayman Islands.

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.

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.” 
Carrie Cook, Chief Operating Officer, Preferred Trust Company

Buy and Store in the United States

Our partnerships with Preferred Trust Company and Advanta IRA allow you the opportunity to invest in a self-directed precious metals Individual Retirement Account (IRA) stored domestically in the United States. SWP offers two secure facilities for the purchase and storage of precious metal IRAs, conveniently located in Texas and Delaware. Annual storage fees are only $200 per account.

Buy and Store in the Cayman Islands

Benefit from all of the advantages of holding precious metals in your self-directed IRA and the peace of mind that comes with storing those assets in the safest offshore jurisdiction in the Western Hemisphere. SWP works with both Preferred Trust Company and Advanta IRA to offer the opportunity to purchase and store precious metals in the Cayman Islands. Annual storage fees are only $275 per account.

How Precious Metal IRAs Work

STEP 1 - OPEN AND FUND YOUR IRA ACCOUNT

Open your self-directed IRA account with Preferred Trust Company or Advanta IRA. Next, contribute or transfer funds into your account. The account needs to be funded before the precious metals can be purchased. 

You can also transfer existing precious metals already being administered by another IRA custodian.

STEP 2 - ELECT SWP AS YOUR DEALER AND DEPOSITORY

SWP operates as both a fully integrated precious metals dealer and 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.

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. Or if you are ready to get started, please open an account with the Preferred Trust Company or Advanta IRA:


Preferred Trust Company

Phone: (888) 990-7892

Email: info@ptcemail.com



Advanta IRA

Phone: (800) 425-0653

Email: info@advantaira.com


Download Precious Metals and Self Directed IRA Comprehensive Guide Below

IRAs Comprehensive Guide



Download a Preferred Trust Application Form Below

Traditional IRA Application Form

Roth IRA Application Form



The Advanta IRA Application Form Below

General IRA Application Form


Learn More About the Preferred Trust Company

Blog: How to transfer existing IRA assets into a self-directed IRA account

Video: Gold and Silver in an IRA - How It Works With Advanta IRA

Video: The Shocking Truth About Self Directed IRAs and Precious Metals!

Subscribe to our Free Newsletter

We will use your information to send you a free report on offshore storage, our company newsletter and product promotions.