Wealth Preservation Research Free retirement protection report · 7 questions · 3 minutes

Ever thought about owning gold but weren't sure where to start?

Whether you're brand new to precious metals or you've been investing for years, take the questionnaire and find out where you actually stand: your exposure scored out of 100, which of your accounts can hold physical gold with no tax or penalty, and what the last three crashes would have done to a portfolio like yours.

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No cost and no credit card. Includes a complimentary one-on-one review with a precious metals specialist.

What we'll ask
  1. ReasonWhy you're looking
  2. RiskHow much you can stomach
  3. AgeWhat you can move penalty-free
  4. AmountRoughly what you've saved
  5. AllocationWhere it's invested now
  6. AccountsWhich ones you hold
  7. TimelineWhen you'd act
  8. Your detailsSo we can open your report
What you get

Take the questionnaire.
Find out your protection score.

Seven questions, about three minutes. Your exposure scored out of 100, which accounts qualify to hold physical gold, and what three real crashes would have cost you. Nothing blurred, nothing held back.

Protection score
40 out of 100

You hold some bonds and cash. That helps, but a bond is still somebody's promise to pay. The gap this report is about is the one between a promise and something you own outright.

Rollover eligibility
AccountEligibleTax or penalty
401(k), 403(b) or TSPYes, if the plan permits itNone on a direct trustee-to-trustee rollover
Traditional IRAYesNone on a direct transfer
Roth IRAYesNone on a direct transfer
Crisis stress test · verified
PeriodS&P 500Gold
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
HoldingShare
Gold bullion15%
Silver bullion10%
Equities, reduced55%
Bonds and cash20%
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7 questions · about 3 minutes · your report at the end

Included free

A complimentary one-on-one review with a precious metals specialist.

Once your report is ready, a specialist calls to go through it with you. They'll confirm which of your accounts qualify, tell you what the custodian fees, storage and dealer spread actually cost, and answer whatever the report couldn't. If the right move is to leave your accounts exactly where they are, they'll tell you that too.

No cost, no obligation, no purchase. You can also just read the report and never take the call.

On the call you'll find out
  • Which of your accounts qualify, one by one
  • Whether moving them costs you any tax or penalty
  • What it costs — custodian, storage, and the dealer spread
  • Whether you should do anything at all
Get my free report

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