Bitcoin Investing with a Self-Directed IRA
Bitcoin investing with a Self-Directed IRA has become increasingly popular over the last few years. Bitcoin was the first and perhaps most well-known cryptocurrency. Bitcoin was created in 2009 and has continued to grow in price since this period. Bitcoin was created by a person under the pseudonym Satoshi Nakamoto, who created Bitcoin, and authored a white paper focused on Bitcoin,…
How to Lower Your Bitcoin IRA Custodial Fees
As a tax attorney and author of the leading book on Bitcoin IRA, How to Use Retirement Funds to Purchase Cryptocurrencies, I am often asked about the benefits of using a Self-Directed IRA or Solo 401(k) plan to buy Bitcoin or other cryptocurrencies.
If you're a Bitcoin investor, you want to invest in Bitcoin and other cryptocurrencies without high commissions. It's likely that you also want…
Every Retirement Portfolio Needs Some Crypto: Why 1%–5% Exposure Is No Longer Optional
For years, the debate surrounding cryptocurrency has centered on one question: should investors own Bitcoin at all? I think that is the wrong question. A better question is how much crypto belongs in a diversified portfolio.
A recent CNBC article highlighted what has become a growing consensus among financial professionals: cryptocurrency has earned a place as an alternative asset…
Why Self-Directed IRA Fees Really Matter
When investors evaluate retirement accounts, they typically focus on investment performance. They compare returns, asset classes, and market opportunities. They spend countless hours researching stocks, real estate, private equity, cryptocurrency, and other alternative investments.
What many overlook, however, is one of the most important factors influencing long-term retirement success: fees.…
Self-Directed HSA Investment Options: Ranked by Tax Efficiency
Most HSA holders leave their contributions sitting in a low-yield cash account, unaware that a Self-Directed HSA can invest in everything from private equity to real estate, all with triple tax-free treatment. But not every investment option delivers the same tax advantage.
Key Takeaways:
Every major self-directed HSA investment option ranked from most to least tax-efficient
Why…
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Crypto IRA Tax Reporting: What Forms You Need and What Most Providers Get Wrong
Crypto IRA tax reporting sits at the intersection of two areas where errors are common: cryptocurrency taxation and Self-Directed IRA compliance. Most Crypto IRA investors assume that holding digital assets inside a retirement account eliminates all reporting complexity. It largely does, but the exceptions matter enormously, and several are routinely mishandled by providers who lack in-house tax…
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Use a Solo 401(k) to Buy Cryptocurrency
Most discussions about cryptocurrency focus on the investment itself. Investors debate whether Bitcoin will become digital gold, whether Ethereum will reshape decentralized finance, and which assets will define the next cycle. They discuss price targets, institutional adoption, and market timing.
Far fewer investors spend time thinking about a question that may ultimately matter just as much as…
How to Choose a Self-Directed IRA Custodian Based on the Assets You Plan to Hold
Most people choose a Self-Directed IRA custodian based on price or general reputation. We believe that is the wrong starting point. The custodian that works well for one asset class can be a poor fit for another, and in 2026 most SDIRA problems I see trace back to exactly that mismatch.
The right question is not which custodian is cheapest or most well-known. It is which custodian handles the…