Preserve Gold Review
Short on time? The essentials
- Legal contact address on the site is 21700 Oxnard Street, Suite 430, Woodland Hills, CA 91367, phone (877) 444-0923 (source: preservegold.com/contact-us/ via Wayback Machine, captured July 2026).
- Business start date on the Better Business Bureau profile is July 6, 2022. Accredited since September 6, 2022. Current rating: A+ (source: bbb.org Preserve Gold profile, captured July 2026 via Wayback Machine).
- Owner listed on the BBB profile is Mr. Daniel Boston. Jennifer Reubel is listed as CEO (source: bbb.org Preserve Gold profile, captured July 2026 via Wayback Machine).
- Preserve Gold's own About page states the firm holds "a perfect record with the Better Business Bureau, without a single complaint against our name" (source: preservegold.com/about via Wayback Machine, captured July 2026). The live BBB profile at the time of capture showed 2 complaints closed in the past three years.
- Third-party review scores captured on July 2026: Trustpilot 4.9 out of 5 across 102 reviews; ConsumerAffairs 5.0 out of 5 across 231 ratings; BBB customer reviews 4.94 out of 5 across 116 reviews (sources: trustpilot.com, consumeraffairs.com, bbb.org, captured July 2026).
- The captured IRA page names three depository partners: Texas Precious Metals Depository in Shiner, Delaware Depository, and International Depository Services in Dallas (source: preservegold.com/gold-ira/ via Wayback Machine, captured July 2026).
- Fee waiver policy on the captured pages waives IRA storage and custodian charges for up to five years, subject to a tier based on the starting investment size. The tier table is not published on the captured pages.
- The captured site describes a zero-fee buyback commitment for metals originally purchased from Preserve Gold, complimentary insured shipping on qualifying orders, and a 24-hour cancellation window (source: preservegold.com/gold-ira/ via Wayback Machine, captured July 2026).
- Preserve Gold does not publish an account minimum in dollars, a setup fee in dollars, or a coin-by-coin dealer spread on the captured pages. The name of the self-directed IRA custodian is described only as "vetted custodians" without a specific trustee named on the captured pages.
- The About page lists National Coin and Bullion Association membership. Media logos on the homepage include Fox Business, Forbes, Newsmax, CBS, and The Epoch Times (source: preservegold.com homepage, captured July 2026).
- A full-text search of the U.S. Securities and Exchange Commission EDGAR returned zero relevant filings for Preserve Gold on July 2026. A search of the Commodity Futures Trading Commission press releases and the Texas State Securities Board enforcement database returned no page mentioning the company on the same date.
On this page
- A four-year-old dealer with strong third-party numbers
- The fee model on paper: waivers, not a public rate card
- The custodian and depository chain, named and unnamed
- How Preserve Gold serves Texas investors
- The "no complaints" claim versus the live BBB record
- Third-party reviews across BBB, Trustpilot, ConsumerAffairs
- The public regulatory record we could check
- How to open a Preserve Gold precious metals IRA
- Worked example: a $95,000 rollover from a Texas reader
- Balanced pros and cons
- Verdict: who Preserve Gold fits, who it does not
- When a precious metals IRA is the wrong move
- Frequently asked questions
- Sources
This is a written review of Preserve Gold for a national reader weighing the company as the dealer behind a self-directed precious metals IRA. A dedicated section further down covers the practical implications for a Texas resident, since Texas is our home market and a common reader profile.
Each company fact below traces to a specific captured page on preservegold.com, or to an independent third-party record we could verify on July 2026. Where the public site does not publish a figure, we say so directly instead of importing a number from a sponsored aggregator.
One posture note. Harry's Coins does not hold an affiliate relationship with Preserve Gold, and we do not receive compensation whether a reader opens an account or does not. That neutrality shapes the tone of what follows.
A four-year-old dealer with strong third-party numbers
Preserve Gold is one of the youngest gold IRA dealers Harry's Coins has reviewed. Its Better Business Bureau profile lists a business start date of July 6, 2022, and an accreditation date of September 6, 2022 (source: bbb.org Preserve Gold profile, captured July 2026 via Wayback Machine). That places corporate age at roughly four years as of this review.
A short operating history matters for one reason. Older dealers accumulate a longer public trail of complaints, regulatory filings, and press coverage that a reader can weigh. A four-year-old firm produces a thinner record by definition, which shifts more of the burden of scrutiny onto what the company publishes today.
The record Preserve Gold has produced in its short window is unusual for its rating density. Trustpilot lists 4.9 stars from 102 verified reviews. ConsumerAffairs lists 5.0 stars from 231 ratings. The BBB customer review tab averages 4.94 stars across 116 reviews (sources: trustpilot.com, consumeraffairs.com, bbb.org, captured July 2026). These are the three independent aggregators most readers cross-check before an IRA rollover.
Ratings clusters this dense are worth reading carefully rather than accepting at face value. High volume and near-perfect averages can reflect genuine customer satisfaction. They can also reflect an active customer service team that solicits reviews after positive calls. A thoughtful reader treats the pattern as a signal that customer experience is a priority for the company, not as proof of long-term durability.
The fee model on paper: waivers, not a public rate card
Fee transparency is the wedge that decides most gold IRA decisions. A reader who cannot see the annual cost lines on paper cannot project the multi-year drag on a $50,000 or $100,000 balance before the first phone call. So the honest question is: how much of Preserve Gold's cost stack lives on the public site?
The captured IRA product page describes the following fee model. Preserve Gold waives IRA storage and custodian fees for "up to 5 years depending on your starting investment size" (source: preservegold.com/gold-ira/ via Wayback Machine, captured July 2026). The waiver is tiered. Larger opening purchases unlock longer waivers.
The page does not publish the tier thresholds. A reader cannot see which purchase size unlocks two years of waiver, or four, or five, without asking on the phone. That gap matters because the waiver is the primary economic benefit the site advertises, and a reader needs the tier table to price it.
Two other cost commitments appear on the captured pages. Preserve Gold pledges a zero-fee buyback for metals originally purchased through the company, and offers complimentary insured shipping on qualifying orders (source: preservegold.com/gold-ira/ via Wayback Machine, captured July 2026). A 24-hour cancellation window is also described.
Three IRA cost lines a careful reader still needs to see are not quantified on the captured pages. There is no dollar figure for the account setup fee. There is no dollar figure for the account minimum. There is no coin-by-coin dealer spread schedule. These three lines together typically account for most of the first-year cost of a precious metals IRA.
The chart below counts the disclosure inventory in a scannable form. It is not a judgment on the company. It is a snapshot of what a first-time visitor can verify from the public site without picking up a phone.

The table below presents the same inventory in text, with the URL where each item appears on Preserve Gold's captured pages, so a reader can reopen the original in a separate tab.
| Item | Published on captured pages? | Where it appears |
|---|---|---|
| Legal contact address | Yes, 21700 Oxnard Street, Suite 430, Woodland Hills, CA 91367 | preservegold.com/contact-us/ |
| Customer service phone | Yes, (877) 444-0923 | Site footer and Contact page |
| Named self-directed IRA custodian | No, described as "vetted custodians" | preservegold.com/gold-ira/ |
| Named depository partners | Yes: Texas Precious Metals Depository, Delaware Depository, International Depository Services | preservegold.com/gold-ira/ |
| Texas depository facilities | Yes: Shiner (TPMD) and Dallas (IDS) | preservegold.com/gold-ira/ |
| IRA storage and custodian fee waiver | Yes, "up to 5 years depending on your starting investment size" | preservegold.com/gold-ira/ |
| Waiver tier thresholds (starting purchase levels) | Not on captured pages | Ask for the tier table in writing |
| Zero-fee buyback commitment | Yes, on metals originally purchased through Preserve Gold | preservegold.com/gold-ira/ |
| Account setup fee (dollar figure) | Not on captured pages | Request a written fee sheet |
| Account minimum (dollar figure) | Not on captured pages | Ask the specialist in writing |
| Coin-by-coin dealer spread schedule | Not on captured pages | Request a written price sheet |
Compiled from a Wayback Machine capture of preservegold.com pages (Home, About, Contact, Gold IRA) on July 2026. Direct fetches of the company site returned server error responses at capture time. "Not on captured pages" means the figure did not appear in the retrieved HTML; it does not mean the figure does not exist in a written proposal.
Texas gold IRAs charge mostly flat dollar fees (setup, annual custodian, storage). Flat fees take a much bigger bite out of a small account than a large one. Enter your numbers to see the drag. Estimate only. Fee amounts vary by provider and are often not published; enter figures you confirm in writing. This tool ignores metal price changes and the dealer spread, which also affect returns. Not financial advice.Texas gold IRA fee-drag calculator
The custodian and depository chain, named and unnamed
Under Internal Revenue Code Section 408, a self-directed IRA must be administered by a bank, an insured credit union, a savings and loan, or a non-bank trustee approved by the IRS. The dealer that sells the metal is a separate entity. The trustee is the legal holder of the account (source: irs.gov Publication 590-A, checked July 2026).
Preserve Gold does not name a specific self-directed IRA custodian on its captured product pages. The site refers to "vetted custodians" and describes the trustee side as one of the "vetted trust companies" the firm works with, without naming a specific corporate trustee (source: preservegold.com/gold-ira/ via Wayback Machine, captured July 2026).
That is a real gap for a reader who wants to price the account before the first call. The trustee side carries its own fee schedule, and different trustees quote different annual custodian rates. A reader cannot pull a fee sheet from a trustee whose name they do not have. Ask which trustee will hold the account, in writing, on the first call.
For storage, the captured IRA page names three depository partners: Texas Precious Metals Depository in Shiner, Delaware Depository (with the Wilmington vault and a Boulder City satellite), and International Depository Services with locations in Dallas and New Castle. All three are private facilities regulated at the state level and approved for IRS-compliant storage of precious metals held in retirement accounts.
Naming the depository panel on the public site is a transparency win. It lets a reader look up each vault operator directly and check its own audit history, insurance, and licensure with the relevant state banking regulator, before signing anything.
How Preserve Gold serves Texas investors
Two of the three depository partners Preserve Gold names sit inside Texas. Texas Precious Metals Depository is a private vault operator in Shiner, Texas, offering IRS-approved storage for retirement accounts. International Depository Services operates a Dallas vault, also IRS-approved, and named on the captured product page (source: preservegold.com/gold-ira/ via Wayback Machine, captured July 2026).
That geography is unusual among the dealers Harry's Coins has reviewed. Most competitor sites default to Delaware or Nevada for storage. A Texas reader who prefers metal stored within the borders of the state they live in has two ready choices with Preserve Gold, without needing to negotiate for an in-state facility off-menu.
Neither of the named Texas facilities is the state-chartered Texas Bullion Depository in Leander. That state depository is administered by the Texas Comptroller of Public Accounts and does not publish an approved-dealer roster on its public site (source: texasbulliondepository.gov, checked July 2026). If you want storage at the state facility rather than a private one, raise it with the specialist and require written confirmation from the trustee before any wire moves.
Preserve Gold does not maintain a Texas office. The captured contact page shows a single corporate address in Woodland Hills, California. No Texas branch, no Texas hire, and no Texas-specific product SKU appears on the captured pages. What the company offers a Texas reader is depository geography, not a Texas back-office presence.
Texas has no state personal income tax. That is anchored in Article 8 of the Texas Constitution and confirmed by the Texas Comptroller of Public Accounts (source: comptroller.texas.gov, checked July 2026). A Texas resident's federal treatment of a precious metals IRA is identical to any other U.S. resident's federal treatment.
The state-tax advantage of Texas residence lands on the withdrawal side of the account, not on the dealer side. A rollover from a Texas 401(k) into a Preserve Gold-facilitated IRA follows the same federal rules that apply in any state. A California or a New York resident faces a state income tax layer at withdrawal that a Texan does not (source: irs.gov Publication 590-A, checked July 2026).
Two practical Texas takeaways follow. First, if in-state storage matters to you as a matter of principle or estate planning, Preserve Gold's default depository panel gives you the option without extra negotiation. Second, if the state-chartered Leander facility is the specific arrangement you want, expect a case-by-case conversation and get every answer in writing.
The "no complaints" claim versus the live BBB record
Preserve Gold's About page carries a clear claim about its complaint record. The exact wording is that the company "boasts a perfect record with the Better Business Bureau, without a single complaint against our name" (source: preservegold.com/about via Wayback Machine, captured July 2026). That is a specific, checkable factual statement.
The live BBB profile at capture time on July 2026 shows a different picture. The Preserve Gold BBB record lists 2 complaints closed in the past three years and 0 complaints closed in the past twelve months. The customer review tab shows 116 reviews averaging 4.94 stars (source: bbb.org Preserve Gold profile, captured July 2026 via Wayback Machine).
Two complaints closed in three years is a small number in absolute terms. For a fast-growing four-year-old dealer, it is a light complaint load. That context is worth stating plainly. The issue is not the volume; it is the mismatch between the marketing claim and the primary source record.
A careful reader can take two things from this. First, the underlying complaint volume is low, so the operational track record on the BBB tab is genuinely favorable. Second, the "not a single complaint" phrasing on the About page does not match the profile as of July 2026, which means the About page copy is dated or overstated.
The practical response is not to write the company off. It is to read the BBB profile directly during your own due diligence and to note that marketing claims on any dealer site can drift from the underlying record. Then ask specifically what the two closed complaints concerned and how they were resolved. The BBB tab shows the resolution status of each complaint.
Third-party reviews across BBB, Trustpilot, ConsumerAffairs
Third-party rating aggregators are imperfect signals. They are one input among many. Even so, they are useful because they aggregate self-reported experiences across a wider sample than any single blog post can gather, and a reader can open the raw reviews and read for themselves.
| Platform | Rating | Review count | Notes |
|---|---|---|---|
| Better Business Bureau (customer reviews) | 4.94 of 5 | 116 reviews | A+ letter grade. 2 complaints closed in the past 3 years, 0 in the past 12 months. |
| Trustpilot | 4.9 of 5 | 102 reviews | Public profile with verified review invitations. |
| ConsumerAffairs | 5.0 of 5 | 231 ratings | Note: ConsumerAffairs operates on a pay-for-lead business model with participating brands. |
Sources: bbb.org Preserve Gold profile, trustpilot.com, consumeraffairs.com, all captured July 2026 via the Wayback Machine. Direct fetches returned bot-protection challenges at capture time.
Two calm caveats belong beside these numbers. First, the ConsumerAffairs platform operates on a paid-participation model in which brands pay for lead access. That commercial relationship does not by itself invalidate the reviews on the page, but a reader should weight ConsumerAffairs as a marketing-adjacent channel rather than as a pure consumer forum.
Second, near-perfect averages at any volume above about 50 reviews reflect an active customer service function. That is a good sign about the company's operational habits, and it is also a reminder that a written fee sheet still matters more than a five-star review count when a rollover of $50,000 or more is on the line.
The public regulatory record we could check
Every gold IRA dealer active in the U.S. market carries a public record worth checking before a wire moves. The correct path is to point a reader at the primary regulator sites, not at aggregator claims.
A full-text search of the U.S. Securities and Exchange Commission EDGAR system for the exact phrase "Preserve Gold" returned three filings on July 2026, none of which relates to the Woodland Hills precious metals dealer. The hits reference other issuers using the phrase in a different context (source: efts.sec.gov, checked July 2026). That is the outcome a reader would expect for a private precious metals firm that does not offer registered securities.
A search of the Commodity Futures Trading Commission press releases and enforcement action archive returned no page mentioning Preserve Gold on July 2026 (source: cftc.gov, checked July 2026). A search of the Texas State Securities Board enforcement database returned no page listing the company on the same date (source: ssb.texas.gov, checked July 2026).
An absence of a filing or an enforcement action on a specific date is a snapshot, not a permanent guarantee. Records shift. A reader should recheck the primary regulator sites directly at each stage of due diligence. That includes the SEC, the CFTC, the Federal Trade Commission, and the securities regulator of the reader's own state (source: sec.gov, cftc.gov, ftc.gov, checked July 2026).
How to open a Preserve Gold precious metals IRA
The captured IRA page describes account opening in three broad stages. First, a specialist call to discuss goals and eligibility. Second, funding via a rollover, transfer, or new contribution. Third, metal selection and shipment to the chosen depository (source: preservegold.com/gold-ira/ via Wayback Machine, captured July 2026). The list below converts those stages into paperwork checkpoints a first-time reader can hold the company to.
- Request a written fee sheet by email, on Preserve Gold letterhead. The document should list the specific tier your starting purchase places you in, the length of the storage-and-custodian fee waiver you qualify for, the fees that apply after the waiver period ends, the account setup fee in dollars, and the coin-by-coin dealer spread policy.
- Ask Preserve Gold to name the specific self-directed IRA custodian who will hold your account, in the same email. Request the trustee's most current fee schedule directly, so you can price the trustee side independently of the waiver (source: irs.gov Publication 590-A, checked July 2026).
- Choose the depository. Preserve Gold's captured page lists Texas Precious Metals Depository, Delaware Depository, and International Depository Services. If you want the state-chartered Texas Bullion Depository in Leander instead of a private facility, ask in writing whether that option is available and how the trustee will confirm it (source: texasbulliondepository.gov, checked July 2026).
- Complete the trustee's application with the confirmed custodian. Choose direct trustee-to-trustee transfer rather than an indirect rollover for a 401(k) or an existing IRA. Direct transfer avoids the 60-day deadline and the 20 percent mandatory withholding that apply to indirect rollovers (source: irs.gov Publication 590-A, checked July 2026).
- After the trustee confirms funds have landed, schedule the pricing call with a Preserve Gold account executive. Ask for the dealer spread on each coin quoted. Request that the executive email a coin-by-coin price sheet immediately after the call, so the quoted numbers are on paper before any wire moves.
- The trustee wires funds to Preserve Gold. Preserve Gold ships the selected metal to the chosen depository. The depository issues a signed receipt back to the trustee, showing the exact troy ounces credited to your account number.
- Save the trustee's account statement, the depository receipt, the Preserve Gold invoice, and the fee sheet from step 1 as one bundled PDF. Request quarterly statements from the trustee and an annual holdings audit. Keep the bundle with your tax records for the rollover year.
Balanced pros and cons
What works in Preserve Gold's favor
- Two Texas depositories named on the captured product page: Texas Precious Metals Depository in Shiner and International Depository Services in Dallas. That is more in-state storage geography than most competitors offer.
- Waiver of IRA storage and custodian fees for up to five years, tiered by starting purchase size. A meaningful cost cushion for a reader whose opening balance clears the highest tier, however the tier table is defined.
- Zero-fee buyback pledge for metals originally sold by Preserve Gold, plus complimentary insured shipping on qualifying orders and a 24-hour cancellation window.
- Dense third-party ratings for a four-year-old firm: Trustpilot 4.9 across 102 reviews, ConsumerAffairs 5.0 across 231 ratings, BBB customer reviews 4.94 across 116 reviews (with the pay-to-participate caveat noted for ConsumerAffairs).
- BBB accreditation since September 6, 2022, A+ rating, and only 2 complaints closed in the past three years per the profile captured on July 2026.
- Named ownership on the BBB profile: Mr. Daniel Boston as owner and Jennifer Reubel as CEO. That reduces the ambiguity a reader faces when a startup dealer keeps its principals off the public record.
What a careful reader should slow down on
- No specific self-directed IRA custodian named on the captured pages. The trustee side is described as "vetted custodians" without a specific corporate name, which prevents a reader from pulling the trustee's own fee sheet ahead of the funding call.
- No published waiver tier thresholds. The site says the waiver runs "up to 5 years depending on your starting investment size" but does not publish which purchase size unlocks which waiver length.
- No account minimum in dollars on the captured pages. No account setup fee in dollars. No coin-by-coin dealer spread schedule. All three lines must be requested in writing.
- The About page claims "not a single complaint" against the company at the BBB. The live BBB profile shows 2 complaints closed in the past three years. The volume is low, but the marketing wording does not match the source record.
- Short corporate history. A four-year-old dealer has a shallow public track record. That is not disqualifying, but it puts more weight on the paperwork you demand at signing.
- ConsumerAffairs is a paid-participation platform. Weight it as marketing-adjacent, not as an independent consumer forum.
Verdict: who Preserve Gold fits, who it does not
Preserve Gold suits a reader whose highest priorities are in-state Texas storage and a multi-year waiver of storage and custodian fees. The company names two Texas depositories on paper, backs a zero-fee buyback commitment on metals it sold, and carries dense third-party ratings for its short operating window.
Preserve Gold is a harder fit for a reader who wants to price the full first-day drag from the public site in an afternoon. The trustee name, the waiver tier thresholds, the setup fee, the account minimum, and the coin-by-coin spread are all absent from the captured pages. Those five numbers together decide most of the first-year and multi-year cost, and they only surface in writing when you ask.
Preserve Gold is also a harder fit for a reader who requires a long public track record before trusting a dealer with retirement funds. The company started business on July 6, 2022, which puts corporate age at roughly four years as of this review. The ratings record is strong, but the operating history is short.
Nobody can predict where metal prices will move. Nobody can guarantee that a precious metals IRA outperforms a diversified retirement portfolio. Past performance is not a guarantee of future results. Consult a licensed advisor before deciding on any allocation change that touches your retirement account.
When a precious metals IRA is the wrong move
Signals that a precious metals IRA is not the right move
A precious metals IRA is a poor fit if the balance is small enough that fixed annual fees swamp the investment. On a $20,000 balance, combined custodian and storage of $250 per year translates to a 1.25 percent annual drag before the dealer spread. Even inside a fee waiver window, the drag returns once the waiver ends.
It is a poor fit if the reader plans to draw down the balance within five years. Physical bullion is illiquid at exit. Selling back through the dealer at the prevailing spread carries a cost that compresses a short holding period disproportionately.
It is a poor fit if the reader has not first filled the simpler tax-advantaged retirement buckets. A precious metals IRA is a niche allocation. It is not a substitute for a full retirement plan built with a licensed financial advisor.
It is a poor fit if the decision is being made under time pressure or based on a fear-driven pitch. Trust in a gold IRA dealer belongs to the paper record: the fee sheet, the trustee name, the depository agreement, and the coin-by-coin price sheet. Nothing about a retirement rollover should feel rushed.
Frequently asked questions
Is Preserve Gold a bank, a custodian, or a dealer?
Preserve Gold is a precious metals dealer. It is neither a bank nor a trustee. Any self-directed IRA it facilitates must be administered by an IRS-approved trustee under Internal Revenue Code Section 408. The captured Preserve Gold pages describe the trustee side as "vetted custodians" without naming a specific corporate trustee (source: irs.gov Publication 590-A, checked July 2026).
When did Preserve Gold open for business?
The Better Business Bureau profile lists a business start date of July 6, 2022, and an accreditation start date of September 6, 2022 (source: bbb.org Preserve Gold profile, captured July 2026 via Wayback Machine). That places corporate age at roughly four years as of this review.
Where does Preserve Gold store the metal?
The captured IRA product page names three depository partners: Texas Precious Metals Depository in Shiner, Delaware Depository, and International Depository Services in Dallas (source: preservegold.com/gold-ira/ via Wayback Machine, captured July 2026). All three are private IRS-approved facilities.
Does Preserve Gold use the Texas Bullion Depository in Leander?
The captured Preserve Gold pages do not list the state-chartered Texas Bullion Depository in Leander among the three named depositories. Both Texas facilities on the page, Shiner and Dallas, are private vaults regulated at the state level. A Texas reader who wants state-run storage should raise it with the specialist and require written trustee confirmation before signing (source: texasbulliondepository.gov, checked July 2026).
What does Preserve Gold's fee schedule show in dollars?
The captured pages do not publish a dollar-denominated fee schedule. The site describes a waiver of IRA storage and custodian charges for "up to 5 years depending on your starting investment size" without publishing the tier thresholds. The setup fee, the account minimum, and the coin-by-coin dealer spread are also absent from the captured pages. Request a written fee sheet before the funding call.
What is Preserve Gold's BBB rating?
The Better Business Bureau profile captured on July 2026 shows an A+ rating, accreditation since September 6, 2022, and 2 complaints closed in the past three years (source: bbb.org Preserve Gold profile, captured July 2026 via Wayback Machine). The customer review tab averages 4.94 stars across 116 reviews.
Does Preserve Gold really have "no complaints" on the BBB?
Preserve Gold's About page claims a "perfect record" with the Better Business Bureau "without a single complaint against our name" (source: preservegold.com/about via Wayback Machine, captured July 2026). The live BBB profile shows 2 complaints closed in the past three years and 0 in the past twelve months on July 2026. The volume is low, but the marketing claim overstates the primary source record.
Does Preserve Gold have a public regulatory record I can check?
An SEC EDGAR full-text search returned no relevant filings for Preserve Gold on July 2026 (source: efts.sec.gov, checked July 2026). A CFTC press release search and a Texas State Securities Board enforcement search also returned no page listing the company on the same date. These are snapshots on a single date. Recheck the primary regulator sites directly during your own due diligence.
What paperwork should I demand before signing a Preserve Gold rollover?
Ask for five documents. First, a Preserve Gold fee sheet on company letterhead, listing the waiver tier and the fees after it ends. Second, the name of the specific IRA custodian, plus that custodian's fee schedule. Third, the depository storage agreement with annual fees in dollars.
Fourth, a coin-by-coin price sheet listing the dealer spread. Fifth, the terms of the zero-fee buyback commitment in writing. Bundle all five into a single PDF for your tax records.
Sources
- Preserve Gold homepage. Company overview, media logos including Fox Business, Forbes, Newsmax, CBS, and The Epoch Times. URL: preservegold.com/ (paste directly into a browser; we do not link out to the company site). Captured July 2026 via the Wayback Machine.
- Preserve Gold "About" page. "Perfect record with the Better Business Bureau, without a single complaint against our name" language, National Coin and Bullion Association membership. URL: preservegold.com/about (paste directly into a browser). Captured July 2026 via the Wayback Machine.
- Preserve Gold "Contact Us" page. Corporate address 21700 Oxnard Street, Suite 430, Woodland Hills, CA 91367 and phone (877) 444-0923. URL: preservegold.com/contact-us/ (paste directly into a browser). Captured July 2026 via the Wayback Machine.
- Preserve Gold "Gold IRA" product page. Fee waiver "up to 5 years depending on your starting investment size" language, zero-fee buyback commitment, complimentary insured shipping, 24-hour cancellation, three named depositories (Texas Precious Metals Depository in Shiner, Delaware Depository, International Depository Services in Dallas), "vetted custodians" phrasing for the trustee side. URL: preservegold.com/gold-ira/ (paste directly into a browser). Captured July 2026 via the Wayback Machine.
- Better Business Bureau Preserve Gold profile. Business start date July 6, 2022, accreditation start date September 6, 2022, A+ rating, 2 complaints closed in the past three years, 0 in the past twelve months, customer reviews averaging 4.94 stars across 116 reviews, owner Mr. Daniel Boston, CEO Jennifer Reubel. Captured July 2026 via the Wayback Machine.
- Trustpilot Preserve Gold profile. 4.9 out of 5 stars across 102 reviews. Captured July 2026 via the Wayback Machine.
- ConsumerAffairs Preserve Gold profile. 5.0 out of 5 stars across 231 ratings. Note: ConsumerAffairs operates on a paid-participation model with brands. Captured July 2026 via the Wayback Machine.
- Internal Revenue Service. Publication 590-A, "Contributions to Individual Retirement Arrangements (IRAs)." Trustee eligibility, direct rollover mechanics, 60-day deadline, mandatory withholding on indirect rollovers. irs.gov Publication 590-A, checked July 2026.
- Internal Revenue Code Section 408. IRA trustee eligibility categories. irs.gov IRC 408, checked July 2026.
- Texas Bullion Depository. State-chartered precious metals depository in Leander, administered by the Texas Comptroller of Public Accounts. texasbulliondepository.gov, checked July 2026.
- Texas Comptroller of Public Accounts. State tax structure. Article 8 of the Texas Constitution addresses the state's tax framework. comptroller.texas.gov, checked July 2026.
- Better Business Bureau national site. Company profile lookup. bbb.org, checked July 2026.
- U.S. Securities and Exchange Commission EDGAR full-text search. Three hits for the phrase "Preserve Gold" on July 2026, none related to the Woodland Hills dealer reviewed here. efts.sec.gov, checked July 2026.
- Commodity Futures Trading Commission. Precious metals enforcement archive. No press release page found for "Preserve Gold" on July 2026. cftc.gov, checked July 2026.
- Financial Industry Regulatory Authority. Investor alerts on precious metals promotions. finra.org investor alerts, checked July 2026.
- Federal Trade Commission. Guides Concerning the Use of Endorsements and Testimonials in Advertising. ftc.gov endorsement guides, checked July 2026.
- Texas State Securities Board. Enforcement action search. No page listing Preserve Gold on July 2026. ssb.texas.gov, checked July 2026.