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B — Taxable

Buy it, hold it, know where it is.

No age gates, no contribution limits, no rollover paperwork. In exchange, every sale is a taxable event and you carry the record-keeping. For a lot of people that trade is worth it.

Side by side

Comparison of a taxable account and a self-directed IRA
Direct purchase Digital asset IRA
Annual limitNoneIRS contribution limit
AccessAny timePenalty-free from 59½
Tax on gainsCapital gains, in the year you sellDeferred or exempt, by account type
Record-keepingYours, per disposalCustodian reports
InsuredNoNo

General information, not tax advice. Your situation may differ — confirm with a qualified tax professional.

§ Custody

Where the assets sit.

This is the question that matters most and gets asked least.

Held with a qualified custodian

Assets are held in your name by a regulated custodian, with the majority of holdings kept in cold storage. You receive statements from the custodian, not filtered through us.

We never hold your keys

There is no wallet to connect on this website and no seed phrase to enter, here or anywhere. If any firm — including one claiming to be us — asks for a private key or seed phrase, it is not us and it is not legitimate.

Withdrawals go back the way they came

Proceeds are returned to the bank account on record in your name. We won't send funds to a third party, and we'd treat a request to do so as a sign that something is wrong.

§ Before you buy

Sizing beats timing.

The most useful question isn't which asset or when. It's how much of your total picture this represents, and whether you could watch that amount fall by three quarters without changing a decision you've already made.

If the honest answer is no, the position is too large. That's a conversation worth having out loud with someone, before the money moves.

§ Enquiry

Ask before you commit.

We'll come back within one business day.

We use this to call you back and nothing else. No lists, no resale. Sending it doesn't open an account or commit you to anything.

§ Next step

Talk to someone before you move a dollar.

A 20-minute call, no pitch deck. We'll walk through how custody works, what a rollover actually involves, and — often enough — why this may not be right for you.

Mon-Fri, 8:00am - 6:00pm ET