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Bitcoin IRA New Analysis
Inputs
IRA Provider
IRA Cash or Non-BTC Positions ($)
IRA Holdings (BTC)
Years to simulate
Annual contribution
BTC price change per year (%)
SWAN IRA SAVES
$ 1,704,484
IN FEES COMPARED TO Bitcoin IRA
IN THIS SCENARIO
Results
| Year | - | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15 | 16 | 17 | 18 | 19 | 20 | 21 | 22 | 23 | 24 | 25 | 26 | 27 | 28 | 29 | 30 | 31 | 32 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| $ 68,131 | $ 78,351 | $ 90,103 | $ 103,619 | $ 119,162 | $ 137,036 | $ 157,591 | $ 181,230 | $ 208,415 | $ 239,677 | $ 275,628 | $ 316,972 | $ 364,518 | $ 419,196 | $ 482,076 | $ 554,387 | $ 637,545 | $ 733,177 | $ 843,153 | $ 969,626 | $ 1,115,070 | $ 1,282,330 | $ 1,474,680 | $ 1,695,882 | $ 1,950,264 | $ 2,242,804 | $ 2,579,225 | $ 2,966,108 | $ 3,411,025 | $ 3,922,678 | $ 4,511,080 | $ 5,187,742 | $ 5,965,903 | |
| Bitcoin IRA (current position) | |||||||||||||||||||||||||||||||||
| position | 3.53 | 3.61 | 3.68 | 3.74 | 3.79 | 3.84 | 3.88 | 3.92 | 3.95 | 3.97 | 4.00 | 4.02 | 4.03 | 4.05 | 4.06 | 4.07 | 4.08 | 4.09 | 4.10 | 4.11 | 4.11 | 4.12 | 4.12 | 4.13 | 4.13 | 4.13 | 4.13 | 4.14 | 4.14 | 4.14 | 4.14 | 4.14 | 4.14 |
| Portfolio value (USD) | $ 240,290 | $ 282,703 | $ 331,479 | $ 387,571 | $ 452,076 | $ 526,258 | $ 611,567 | $ 709,672 | $ 822,492 | $ 952,236 | $ 1,101,442 | $ 1,273,028 | $ 1,470,352 | $ 1,697,275 | $ 1,958,236 | $ 2,258,342 | $ 2,603,463 | $ 3,000,352 | $ 3,456,775 | $ 3,981,661 | $ 4,585,280 | $ 5,279,442 | $ 6,077,729 | $ 6,995,758 | $ 8,051,492 | $ 9,265,586 | $ 10,661,794 | $ 12,267,433 | $ 14,113,917 | $ 16,237,375 | $ 18,679,351 | $ 21,487,624 | $ 24,717,138 |
| Contribution (USD) | $ - | $ 6,500 | $ 6,500 | $ 6,500 | $ 6,500 | $ 6,500 | $ 6,500 | $ 6,500 | $ 6,500 | $ 6,500 | $ 6,500 | $ 6,500 | $ 6,500 | $ 6,500 | $ 6,500 | $ 6,500 | $ 6,500 | $ 6,500 | $ 6,500 | $ 6,500 | $ 6,500 | $ 6,500 | $ 6,500 | $ 6,500 | $ 6,500 | $ 6,500 | $ 6,500 | $ 6,500 | $ 6,500 | $ 6,500 | $ 6,500 | $ 6,500 | $ 6,500 |
| Fees paid @ year | $ 2,403 | $ 2,893 | $ 3,381 | $ 3,942 | $ 4,587 | $ 5,329 | $ 6,182 | $ 7,163 | $ 8,291 | $ 9,589 | $ 11,081 | $ 12,797 | $ 14,770 | $ 17,039 | $ 19,649 | $ 22,650 | $ 26,101 | $ 30,070 | $ 34,634 | $ 39,883 | $ 45,919 | $ 52,861 | $ 60,844 | $ 70,024 | $ 80,581 | $ 92,722 | $ 106,684 | $ 122,741 | $ 141,205 | $ 162,440 | $ 186,860 | $ 214,943 | $ 247,238 |
| Fees paid (cumulative) | $ 2,403 | $ 5,166 | $ 8,417 | $ 12,229 | $ 16,686 | $ 21,885 | $ 27,937 | $ 34,970 | $ 43,131 | $ 52,590 | $ 63,541 | $ 76,207 | $ 90,847 | $ 107,756 | $ 127,275 | $ 149,795 | $ 175,766 | $ 205,705 | $ 240,209 | $ 279,962 | $ 325,751 | $ 378,482 | $ 439,196 | $ 509,090 | $ 589,541 | $ 682,133 | $ 788,687 | $ 911,298 | $ 1,052,373 | $ 1,214,683 | $ 1,401,413 | $ 1,616,226 | $ 1,863,333 |
| Opportunity Cost of Fees | |||||||||||||||||||||||||||||||||
| Fees paid cumulative (BTC) | 0.04 | 0.07 | 0.11 | 0.15 | 0.19 | 0.23 | 0.26 | 0.30 | 0.34 | 0.38 | 0.42 | 0.46 | 0.50 | 0.55 | 0.59 | 0.63 | 0.67 | 0.71 | 0.75 | 0.79 | 0.83 | 0.87 | 0.91 | 0.96 | 1.00 | 1.04 | 1.08 | 1.12 | 1.16 | 1.20 | 1.25 | 1.29 | 1.33 |
| BTC position if no fees where paid | 3.56 | 3.68 | 3.79 | 3.89 | 3.98 | 4.07 | 4.15 | 4.22 | 4.29 | 4.36 | 4.42 | 4.48 | 4.54 | 4.59 | 4.65 | 4.70 | 4.75 | 4.80 | 4.85 | 4.90 | 4.94 | 4.99 | 5.04 | 5.08 | 5.13 | 5.17 | 5.21 | 5.26 | 5.30 | 5.34 | 5.39 | 5.43 | 5.47 |
| Opportunity Cost (USD) | $ 2,403 | $ 5,657 | $ 9,886 | $ 15,311 | $ 22,195 | $ 30,853 | $ 41,663 | $ 55,075 | $ 71,628 | $ 91,961 | $ 116,836 | $ 147,158 | $ 184,001 | $ 228,640 | $ 282,585 | $ 347,623 | $ 425,867 | $ 519,817 | $ 632,423 | $ 767,170 | $ 928,164 | $ 1,120,250 | $ 1,349,131 | $ 1,621,524 | $ 1,945,334 | $ 2,329,856 | $ 2,786,019 | $ 3,326,662 | $ 3,966,867 | $ 4,724,337 | $ 5,619,847 | $ 6,677,767 | $ 7,926,670 |
| Opportunity Cost (as % of portfolio) | 1.00% | 2.00% | 2.98% | 3.95% | 4.91% | 5.86% | 6.81% | 7.76% | 8.71% | 9.66% | 10.61% | 11.56% | 12.51% | 13.47% | 14.43% | 15.39% | 16.36% | 17.33% | 18.30% | 19.27% | 20.24% | 21.22% | 22.20% | 23.18% | 24.16% | 25.15% | 26.13% | 27.12% | 28.11% | 29.10% | 30.09% | 31.08% | 32.07% |
Results
| Simulation 32 years | |
|
Final Balance
Net of ALL fees |
Bitcoin IRA
|
| Custody Fees |
Bitcoin IRA
|
|
Fees on
Contributions |
Bitcoin IRA
|
|
Unwind Fees
at final date |
Bitcoin IRA
|
Fees
| Swan | Bitcoin IRA | |
|---|---|---|
| Custody Fees (p.a) | 0.25% | 1.00% |
| Minimum Custody Fee (p.a.) | $ 240 | $ - |
| Setup Fee | $ - | $ - |
| Setup Fee (% of deposit) | -% | 5.99% |
| Buy / Sell Fees | 0.99% | 2.00% |
| Price Spread | -% | 1.00% |
| Price Spread | $ - | $ - |
Features
| Swan | Bitcoin IRA | |
|---|---|---|
| Bitcoin Only | ||
| In-kind transfer | ||
| Custodial | ||
| Multisig | ||
| Custody Details | Prime Trust | BitGo |
| White Glove Service | ||
| Proprietary Research | ||
| Access to Experts | ||
| Community | ||
| Bitcoin Awards |
Cumulative Fees Forecast
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Bitcoin Price Forecast
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BTC that could be acquired with fee difference
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Position Forecast (BTC)
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Position Forecast (USD)
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Bitcoin IRA Return Contribution
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Swan Return Contribution
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| $ 7,161 | $ 68,131 | $ 5,965,903 | 32 | $ 1,704,484 |
| Roll Cost from Bitcoin IRA | initial BTC price | final BTC price | simulation years | difference at unwind |
| 2.00% | 1.00% | $ -% | $ -% |
| Sell Fee | Price Spread (%) | Price Spread ($) | Withdraw Fee ($) |
Unwinding the current IRA would have a total cost of
$ 7,161
or
2.98%
of the portfolio value.