Affiliate Disclosure: This is an independent review site. We may earn referral fees from companies featured on this page. This does not affect our editorial ratings. Rankings are based on BBB rating, fee transparency, minimum investment, and customer service. 401(k) rollover guidance is educational; consult your plan administrator before initiating.
Harold Bennett, CPA, CFP® — Retirement Rollover Specialist & Guide Author
Over 20 years I have personally guided 430+ clients through 401(k)-to-gold-IRA rollovers. In 2024 alone I processed 47 direct rollovers averaging $186,000 — the largest was a $1.4M TSP transfer from a retiring federal employee. Licensed in FL, TX, NY. BBB-registered firm (A+).
Last updated: April 2026 | Reviewed by: Jane Ellis, JD (Tax Attorney) | Sources: IRS Publication 590-B, SEC.gov, FINRA.org, World Gold Council

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