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IRS Regulations

Gold IRA Rules & Regulations

Understanding IRS rules is essential for maintaining your Gold IRA's tax-advantaged status. Here's everything you need to know about Gold IRA regulations in 2026.

IRS Compliant
Updated for 2026

Contribution Limits

Gold IRAs follow the same contribution limits as traditional and Roth IRAs. For 2026, the limits are:

$7,000
Under Age 50
$8,000
Age 50+ (Catch-Up)

Important Note

These limits apply to total IRA contributions. If you contribute $7,000 to a traditional IRA, you cannot also contribute $7,000 to a Gold IRA—the combined total cannot exceed $7,000 (or $8,000 if 50+).

Rollovers vs. Transfers: No Contribution Limits

Contribution limits only apply to new money. If you're moving funds from an existing retirement account, there's no limit on how much you can transfer:

Direct Rollover: Funds move directly between custodians. No limit, no taxes.
Trustee-to-Trustee Transfer: Same as direct rollover. No limit, no taxes.
Indirect Rollover: You receive funds and have 60 days to deposit. 20% withholding applies. One per year.

IRS-Approved Precious Metals

Not all gold and silver can go into an IRA. The IRS requires specific purity standards:

MetalMinimum PurityExamples
Gold99.5% (0.995)American Gold Eagle, Canadian Gold Maple Leaf, Gold bars
Silver99.9% (0.999)American Silver Eagle, Canadian Silver Maple Leaf, Silver bars
Platinum99.95% (0.9995)American Platinum Eagle, Canadian Platinum Maple Leaf
Palladium99.95% (0.9995)Canadian Palladium Maple Leaf

Allowed in Gold IRA

  • - American Gold Eagle coins
  • - American Gold Buffalo coins
  • - Canadian Gold Maple Leaf
  • - Austrian Gold Philharmonic
  • - Credit Suisse gold bars
  • - PAMP Suisse gold bars

NOT Allowed in Gold IRA

  • - Collectible/numismatic coins
  • - South African Krugerrands
  • - British Sovereigns
  • - Swiss 20 Francs
  • - Gold jewelry
  • - Any gold below 99.5% purity

Exception: American Gold Eagle

The American Gold Eagle is only 91.67% pure (22 karat), but Congress specifically exempted it from the purity requirement. It's one of the most popular IRA-eligible gold coins.

Storage Requirements

IRS rules are clear: Gold IRA metals must be stored at an approved depository. You cannot keep them at home or in a personal safe deposit box.

Approved Depositories

Your custodian will work with IRS-approved depositories. Popular options include:

- Delaware Depository
- Brink's Global Services
- HSBC Bank USA
- JPMorgan Chase

Segregated vs. Commingled Storage

Segregated: Your metals stored separately with your name. Higher fees but you get your exact coins back.
Commingled: Your metals stored with other investors' metals. Lower fees but you get equivalent metals back.

Home Storage is NOT Allowed

Despite what some promoters claim, storing Gold IRA metals at home is a prohibited transaction. Doing so could disqualify your entire IRA, resulting in taxes and penalties on the full balance. Learn more in our home storage Gold IRA guide.

Distribution Rules

Gold IRA distributions follow the same rules as traditional IRAs:

Early Withdrawal (Before 59 1/2)

  • 10% early withdrawal penalty applies
  • Distribution is taxed as ordinary income (traditional IRA)
  • Some exceptions: first home purchase, disability, medical expenses

Qualified Distributions (After 59 1/2)

  • No early withdrawal penalty
  • Traditional Gold IRA: Taxed as ordinary income
  • Roth Gold IRA: Tax-free (if account is 5+ years old)

Required Minimum Distributions (RMDs)

  • Traditional Gold IRA: RMDs begin at age 73
  • Roth Gold IRA: No RMDs during owner's lifetime
  • 50% penalty for failing to take RMD

Distribution Options

When you take a distribution from your Gold IRA, you can receive the physical metals (in-kind distribution) or sell them and receive cash. Many retirees take physical delivery of their gold when they reach retirement age.

Prohibited Transactions

The IRS prohibits certain transactions that could give you unfair tax advantages. Violating these rules can disqualify your entire IRA:

Disqualified Persons

You cannot conduct IRA transactions with "disqualified persons," which include:

  • - You (the IRA owner)
  • - Your spouse
  • - Your parents
  • - Your children
  • - Your grandchildren
  • - Your IRA custodian
  • - Your financial advisor
  • - Any businesses you own 50%+

Selling Personal Gold to Your IRA

You cannot sell gold you already own to your IRA or buy gold from your IRA for personal use.

Using IRA Gold as Collateral

You cannot use your Gold IRA assets as collateral for a loan.

Personal Use or Possession

Taking personal possession of IRA gold (except as a distribution) is prohibited. This includes "home storage" arrangements.

Consequences of Prohibited Transactions

If you engage in a prohibited transaction, the IRS may consider your entire IRA distributed as of the first day of the year. This means: immediate taxes on the full balance, plus 10% penalty if you're under 59 1/2.

2026 Quick Reference

  • Contribution Limit
    $7,000 ($8,000 if 50+)
  • Gold Purity
    99.5% minimum
  • Early Withdrawal Age
    59 1/2
  • RMD Age
    73 (traditional only)

Questions About Gold IRA Rules?

Augusta Precious Metals offers free consultations with IRA specialists who can answer your questions about rules and regulations.

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