First, establish an account through an experienced custodian who is well-versed with the rules and regulations of such accounts. See a preferred partner below.
Open an IRA account by filling out and signing the necessary documents.
You can fund your account by either executing rollover from your existing IRA — or your 401(k) or 403(b) account OR make a new contribution. You are now ready to invest!
After due diligence notify your custodian or administrator about your investment and fill out the necessary documents.
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