Rolling over to a Bitcoin IRA

We help individuals get control and access to a broader range of investments, such as real estate, precious metals, and Bitcoin. 

To make this possible, we partner with industry leaders to deliver an integrated and secure solution.

1. Choosing the Right IRA Custodian

• A specialized custodian plays a critical role as an IRS-authorized institution responsible for holding and managing your retirement assets.

• Choosing the right custodian ensures compliance with IRS regulations while enabling you to take control of your Bitcoin through secure self-custody solutions. 

Our Partners: We partner with custodians who understand the unique requirements of Bitcoin and provide tailored support for various IRA types, including Traditional, Roth, SEP, HSA, and Solo 401(k). 

2. Fund Your Bitcoin SDIRA

• Our partners provide a user-friendly platform that allows you to buy Bitcoin directly. 

• We collaborate with established exchanges that prioritize secure, seamless, and cost-effective transactions.

Our partners: We partner with established exchanges, experienced in handling self-directed IRAs, providing a smooth transition from fiat to Bitcoin and ensuring the integrity of your investment. 

3. Securing Your Bitcoin with Collaborative Security

• Self-custody is the cornerstone of owning Bitcoin in your IRA. Our approach goes beyond standard practices to ensure your assets are protected against every potential risk. 

• With Collaborative Multisig, you set up a multi-signature (multisig) vault where control is distributed among you, The Bitcoin Adviser, and a trusted third-party custodian. This eliminates single points of failure and ensures your Bitcoin remains secure even in unforeseen circumstances.

Complete Control: You hold one key with a custodian platform partner, ensuring you maintaining direct access to your Bitcoin. The Bitcoin Adviser and the custodian platform hold the additional keys, creating a robust security framework while ensuring compliance with IRS regulations.

Why it Matters

In today’s uncertain world, security and resilience are more important than ever.

A collaborative security approach ensures:

• No Single Point of Failure: Even if one key is lost or compromised, your Bitcoin remains safe and accessible.

• Estate Planning Made Easy: In the event of your passing, your assets can transition seamlessly to your beneficiaries through our Estate Plan Protocols.

• Enhanced Peace of Mind: With a multisig setup, your Bitcoin is shielded from loss, theft, or unauthorized access.

Take Action Today

Whether you’re ready to roll over an existing IRA into Bitcoin or exploring options for the first time, we are here to help. Schedule a call today to learn how we can empower you to hold Bitcoin in your IRA with unmatched security and control.