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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
$ 1,632,765
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| $ 64,395 | $ 74,055 | $ 85,163 | $ 97,937 | $ 112,628 | $ 129,522 | $ 148,950 | $ 171,293 | $ 196,987 | $ 226,535 | $ 260,515 | $ 299,592 | $ 344,531 | $ 396,211 | $ 455,642 | $ 523,989 | $ 602,587 | $ 692,975 | $ 796,921 | $ 916,459 | $ 1,053,928 | $ 1,212,018 | $ 1,393,820 | $ 1,602,893 | $ 1,843,327 | $ 2,119,826 | $ 2,437,800 | $ 2,803,471 | $ 3,223,991 | $ 3,707,590 | $ 4,263,728 | $ 4,903,288 | $ 5,638,781 | |
| Bitcoin IRA (current position) | |||||||||||||||||||||||||||||||||
| position | 3.53 | 3.61 | 3.69 | 3.75 | 3.81 | 3.86 | 3.90 | 3.94 | 3.97 | 4.00 | 4.02 | 4.04 | 4.06 | 4.08 | 4.09 | 4.11 | 4.12 | 4.13 | 4.13 | 4.14 | 4.15 | 4.15 | 4.16 | 4.16 | 4.16 | 4.17 | 4.17 | 4.17 | 4.17 | 4.17 | 4.18 | 4.18 | 4.18 |
| Portfolio value (USD) | $ 227,114 | $ 267,552 | $ 314,054 | $ 367,532 | $ 429,032 | $ 499,757 | $ 581,091 | $ 674,624 | $ 782,188 | $ 905,886 | $ 1,048,139 | $ 1,211,730 | $ 1,399,859 | $ 1,616,208 | $ 1,865,010 | $ 2,151,131 | $ 2,480,171 | $ 2,858,566 | $ 3,293,721 | $ 3,794,149 | $ 4,369,642 | $ 5,031,458 | $ 5,792,547 | $ 6,667,799 | $ 7,674,338 | $ 8,831,859 | $ 10,163,008 | $ 11,693,829 | $ 13,454,274 | $ 15,478,785 | $ 17,806,972 | $ 20,484,388 | $ 23,563,416 |
| 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 | $ 2,271 | $ 2,742 | $ 3,207 | $ 3,742 | $ 4,357 | $ 5,064 | $ 5,877 | $ 6,813 | $ 7,888 | $ 9,125 | $ 10,548 | $ 12,184 | $ 14,065 | $ 16,228 | $ 18,716 | $ 21,578 | $ 24,868 | $ 28,652 | $ 33,004 | $ 38,008 | $ 43,763 | $ 50,381 | $ 57,992 | $ 66,744 | $ 76,810 | $ 88,385 | $ 101,696 | $ 117,005 | $ 134,609 | $ 154,854 | $ 178,136 | $ 204,910 | $ 235,700 |
| Fees paid (cumulative) | $ 2,271 | $ 4,883 | $ 7,960 | $ 11,571 | $ 15,798 | $ 20,732 | $ 26,479 | $ 33,162 | $ 40,920 | $ 49,915 | $ 60,333 | $ 72,386 | $ 86,321 | $ 102,420 | $ 121,006 | $ 142,454 | $ 167,192 | $ 195,714 | $ 228,587 | $ 266,465 | $ 310,098 | $ 360,348 | $ 418,210 | $ 484,825 | $ 561,504 | $ 649,759 | $ 751,325 | $ 868,200 | $ 1,002,679 | $ 1,157,403 | $ 1,335,409 | $ 1,540,189 | $ 1,775,760 |
| Opportunity Cost of Fees | |||||||||||||||||||||||||||||||||
| Fees paid cumulative (BTC) | 0.04 | 0.07 | 0.11 | 0.15 | 0.19 | 0.23 | 0.27 | 0.31 | 0.35 | 0.39 | 0.43 | 0.47 | 0.51 | 0.55 | 0.59 | 0.63 | 0.67 | 0.71 | 0.75 | 0.80 | 0.84 | 0.88 | 0.92 | 0.96 | 1.00 | 1.05 | 1.09 | 1.13 | 1.17 | 1.21 | 1.25 | 1.30 | 1.34 |
| BTC position if no fees where paid | 3.56 | 3.69 | 3.80 | 3.90 | 4.00 | 4.08 | 4.17 | 4.24 | 4.32 | 4.38 | 4.45 | 4.51 | 4.57 | 4.63 | 4.68 | 4.74 | 4.79 | 4.84 | 4.89 | 4.94 | 4.98 | 5.03 | 5.08 | 5.12 | 5.17 | 5.21 | 5.26 | 5.30 | 5.34 | 5.39 | 5.43 | 5.47 | 5.52 |
| Opportunity Cost (USD) | $ 2,271 | $ 5,354 | $ 9,364 | $ 14,510 | $ 21,043 | $ 29,263 | $ 39,530 | $ 52,272 | $ 68,001 | $ 87,326 | $ 110,972 | $ 139,802 | $ 174,837 | $ 217,291 | $ 268,601 | $ 330,469 | $ 404,907 | $ 494,295 | $ 601,443 | $ 729,667 | $ 882,880 | $ 1,065,693 | $ 1,283,539 | $ 1,542,814 | $ 1,851,045 | $ 2,217,087 | $ 2,651,347 | $ 3,166,053 | $ 3,775,570 | $ 4,496,760 | $ 5,349,410 | $ 6,356,732 | $ 7,545,942 |
| Opportunity Cost (as % of portfolio) | 1.00% | 2.00% | 2.98% | 3.95% | 4.90% | 5.86% | 6.80% | 7.75% | 8.69% | 9.64% | 10.59% | 11.54% | 12.49% | 13.44% | 14.40% | 15.36% | 16.33% | 17.29% | 18.26% | 19.23% | 20.20% | 21.18% | 22.16% | 23.14% | 24.12% | 25.10% | 26.09% | 27.07% | 28.06% | 29.05% | 30.04% | 31.03% | 32.02% |
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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| $ 6,768 | $ 64,395 | $ 5,638,781 | 32 | $ 1,632,765 |
| 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
$ 6,768
or
2.98%
of the portfolio value.