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Crypto Estate Planning: Passing Bitcoin to Your Heirs

Crypto's biggest inheritance risk isn't taxes — it's lost access. This guide covers building a secure access plan, the trade-off between self-custody and custodial accounts, beneficiary designations, the step-up in basis, and how to make sure your heirs can actually recover what you leave them.

All ages

How to Buy a Bitcoin ETF in a Roth IRA

A step-by-step guide to holding a spot Bitcoin ETF (IBIT, FBTC, and more) inside a tax-free Roth IRA — which brokerages allow it, the contribution limits, and what to watch for.