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Carrie Cook

The Good, The Bad, and The Ugly of Digital Currency - Part 4

Updated: Aug 15, 2022

Control: Taking Self-Custody to a Self-Directed IRA - "Old School Style"


This series of articles are intended to shine a light on all the bullshit out there about digital currency investment in your self-directed IRA.


Taking Self-Custody to a Self-Directed IRA (SDIRA) – “Old School Style”


This brings us to the why fight them, join them mentality.

What is the meaning of decentralization? “The transfer of authority and responsibility for public functions from central government to subordinate or quasi-independent government organizations and/or the private sector.”

This may be a different spin on things but the article started with the concept of a Decentralized IRA and why not invest in digital currency and never pay taxes on the increased value of the digital currency. Yes, people in the United States and abroad are seeking cyrptocurrency as a means to protect their funds from government oversight, but the reality in the United States is the Internal Revenue Service (IRS) is going to get their cut one way or another. Or, are they?



Decentralization is the transfer of authority from central government to independent government organizations. The government encourages this through the use of a Roth IRA. And given the fact that digital currency can be held in a self-directed IRA (SDIRA) and the investor is making the decision without the influence of a plan fiduciary, this would imply the government is fostering the

use of a SDIRA for digital currency investments. And they are providing a way to invest that would remove their ability to earn any taxes from Roth IRAs less than $10 million (as proposed by legislation in the Build Back Better Act). This proves there is more than one way to go about decentralization.


What if I do not have a Roth IRA? Well then get one or convert some or all of Traditional IRA to a Roth IRA. Check out this blog on 5 reasons to consider a Roth IRA conversion.

“A decentralized life equals financial freedom, and financial freedom is tax free income." - Carrie Cook

Ninety percent of custodians are holding custody of digital currency on an exchange platform. Not Preferred Trust Company. We stand by our “old school” approach to a more secure environment with cold storage that will not involve the governance of government by removing the possibility of government dictating the use and storage of personal information on an exchange platform model. We were the second custodian in the country to hold custody of digital currency and our motto has not changed regardless of the peer pressure to move to an exchange platform, which is hands down the easy way out. Call us crazy, but our clients believe that the safety of their digital currency is more important than the fancy apps and unsegregated custody approach to their hard earned money.


This may not be wildly popular with digital currency junkies, but your retirement account is not meant to be manhandled on a daily basis either. If you do not like the idea of not being able to buy and sell your digital currency held in your retirement account everyday, then get an IRA LLC that is owned by your IRA and go for it. We are not here to hold you back from doing anything, we just believe in the safety of the retirement account.







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