Eligibility review · 7 questions · 3 minutes

Most people never find out their 401(k) could have held gold all along.

Seven questions, about three minutes, and you'll have a written report — how exposed your savings are to one bad market year, which of your accounts can hold physical gold with no tax or penalty, and what moving part of one would actually involve. A precious metals specialist then walks you through it on a free one-on-one call.

Check my eligibility

No cost, and no card. We ask how to reach you at the end, not before.

What we check

ReasonWhat you're protecting against
RiskHow you've actually behaved
AgeWhat you can move without a penalty
AmountAgainst your last statement
AllocationThe biggest input to your score
AccountsChecked type by type
TimelineOnly sets when we follow up
How to reach youFor your call. No newsletter.

Your report, free

Find out what one bad market year would cost you.

Nothing here is blurred or held back. Every figure comes out of the same seven answers you're about to give.

Protection score

40 out of 100

You hold some ballast, but not a hard asset. The gap this report addresses is the one between bonds and something that isn't a promise from anyone.

Rollover eligibility

Account	Eligible	Tax or penalty
401(k), 403(b) or TSP	Yes, if the plan permits	None on a direct rollover
Traditional IRA	Yes	None on a direct transfer
Roth IRA	Yes	None on a direct transfer

Crisis stress test

Period	S&P 500	Gold
Dot-com bear 24 Mar 2000 – 9 Oct 2002	−49%	+12%
Financial crisis 9 Oct 2007 – 9 Mar 2009	−57%	+25%
Inflation year calendar 2022	−19%	−0.4%

What your answers point to

Holding	Share
Gold bullion	15%
Silver bullion	10%
Equities, reduced	55%
Bonds and cash	20%

Check my eligibility

7 questions · about 3 minutes · your report at the end

Included, at no cost

A specialist reads it with you.

Your report answers what a questionnaire can answer. The rest — whether your specific plan permits the rollover, what the fees actually are, how custody works — needs a person. So a precious metals specialist calls you for a free one-on-one review and goes through it line by line.

No obligation and no purchase required. You can also just read the report and never call.

You'll leave the call knowing

Whether your accounts roll over without tax or penalty
Which of your accounts are eligible, account by account
How storage and custody work, and who holds what
Whether doing nothing is the right call for you

Check my eligibility