CheckBook IRA Review

In this CheckBook IRA Review, we examine the business and what it offers clients. We look at its strong points, what we didn’t like, and whether we would use it to invest in gold or a gold IRA or not.

Click here to learn about which company ranks ♯1 in 2017

Who is CheckBook IRA?

CheckBook IRA Review








Founded in 2004 in Prineville Oregon, CheckBook IRA specialize in helping clients set up self-directed IRA’s. In this way clients are able to invest in precious metals, businesses and real estate in their retirement account.

They have a growing number of clients based both in the United States and around the globe. With this said, they are not as well-known as some of the other big players in the industry as a whole.

CheckBook IRA Review - What Does CheckBook IRA Offer?

CheckBook IRA offer a variety of services for investors. They mainly specialize in educating potential clients in potential investments for creating a more robust and profitable IRA.

If you are unsure of how to go about setting up your IRA or 401k rollover, the company can help you with the process. The sales staff can answer any questions or concerns you may have. Their website is also informative and can help you in making a decision.

CheckBook IRA Review - What To Like About CheckBook IRA

This IRA custodian has various attractive qualities for the investor and these include:

Client Education Services

CheckBook IRA has several informative and helpful videos and articles available through their website. These help the uncertain or newbie investor make the right decisions about investing in gold and silver for their IRA or 401k rollover.


With over 10 years in the business, the company has grown to serve clients nationally and internationally. This itself can be reassuring to any investor wishing to secure their retirement and look after their financial future.

CheckBook IRA Review - What We DIDN’T Like About CheckBook IRA

Lack of Ratings

One of the key aspects when deciding on a gold IRA company is to objectively consider how customers have found their experience with the company. External ratings from authority sites are a good indicator of a company’s standard of service. Unfortunately, CheckBook IRA are not rated by BCA or TrustLink. This we find to be a little odd considering that they have been serving clients since 2004 and have by their own admission develop a client base of over 45,000.

High Storage Fees

The aim of investing is to both safeguard your economic power and also grow it. Key to this with a gold-backed IRA or 401k rollover is to maximize the potential for profit.
While all gold IRA custodians charge for storage of precious metals, CheckBook IRA charge an annual storage fee of $1,500! This is very high considering other companies in the same industry charge as little as $100

CheckBook IRA – IRA Fees

Initial Setup Fee$115+
Annual Admin FeeNot Disclosed
Annual Storage Fee$1,500
Minimum Purchase AmountNone
Preferred DepositoryHome Delivery Only

CheckBook IRA Review - Rankings, Complaints and Customer Reviews

Better Business Bureau (BBB)

CheckBook IRA holds a Better Business Bureau A+ rating with no complaints and they have been accredited since 2006. (read more)

Business Consumer Alliance (BCA)

bca logoThe company has no ratings or accreditation with the BCA.


There are no ratings or accreditation with the TrustLink.


CheckBook IRA Review – Closing Thoughts

CheckBook IRA provide education and resources to help any investor make an informed choices. This is very useful when deciding on whether a gold-backed IRA or 401k rollover is the right choice for you. However, there are various factors to consider when choosing the right company for you.

One of the major things to consider is how likely you are to benefit from the financial relationship with the IRA custodian that you choose. Profitability and the potential to profit from your investment comes down to minimizing the cost of that investment. With high storage fees and other charges, this makes CheckBook IRA a weaker option. Compared to other gold IRA and precious metals investing companies, the $1,500 annual fee is ridiculous.
Another important factor is high authority ratings and positive customer reviews from independent sources. The lack of reviews positive or negative on TrustLink or the BCA is slightly worrisome. This should make investors think hard before choosing a company to do large financial transactions with.

Which Investment Company do We Recommend?

Regal Assets 5 stars Rating

Official WebsiteClient TestimonialsRecommended Packages
Give them a call: 1 877 962 1133


If you are looking to invest and secure your retirement in these uncertain economic times, we recommend Regal Assets as the company of choice. It has excellent reviews across many independent authority sites such as TrustLink, BBB and BCA. Not only that but the company prides itself on its transparency and trustworthy customer service. They have some of the lowest gold IRA fees in the industry and have a team of dedicated professionals available to help you with a gold-backed IRA or 401k rollover. Click here to read full Regal Assets Review

If you want to learn more about this company and what it can offer you check out the Regal Assets official website or call 1 877 962 1133

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