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.
If you go over the annual limit or make a contribution without being eligible, we can help. Please reach out to us and we will send you a Distribution form via DocuSign.
You can reverse the contribution by completing a distribution. Please note that this distribution will be considered as a removal of excess contributions and you will not be penalized if you withdraw the excess contributions plus their earnings by your tax-filing deadline.
Please consult your accountant if you have any questions. We do not provide tax or accounting advice. Here is the IRS web page with further details on over-contributions.