If you’d like to learn more about how you can hold Bitcoin in your retirement portfolio, book a call with one of our Swan IRA specialists today.
You can convert both USD and BTC from your Traditional IRA to your Roth IRA at Swan. We would recommend buying BTC before doing the Roth Conversion to minimize your time out of the market.
Roth IRA Conversions have no fees at Swan. You need to have both a Traditional IRA and a Roth IRA at Swan. Then, we will send you a Roth Conversion form via DocuSign that will take you 1-2 minutes to complete. Once completed, we will proceed to the movement of funds which usually takes 3-5 business days.
If you would like to initiate a Roth Conversion, please contact us at ira@swanbitcoin.com and we will send you the Roth Conversion form to get started. Please note that Roth Conversions may incur taxable events so we recommend speaking with a tax consultant before initiating it.