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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
$ 1,563,487
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| $ 60,787 | $ 69,905 | $ 80,390 | $ 92,449 | $ 106,316 | $ 122,264 | $ 140,603 | $ 161,694 | $ 185,948 | $ 213,840 | $ 245,916 | $ 282,803 | $ 325,224 | $ 374,007 | $ 430,109 | $ 494,625 | $ 568,819 | $ 654,141 | $ 752,263 | $ 865,102 | $ 994,867 | $ 1,144,097 | $ 1,315,712 | $ 1,513,069 | $ 1,740,029 | $ 2,001,033 | $ 2,301,188 | $ 2,646,367 | $ 3,043,322 | $ 3,499,820 | $ 4,024,793 | $ 4,628,512 | $ 5,322,789 | |
| Bitcoin IRA (current position) | |||||||||||||||||||||||||||||||||
| position | 3.53 | 3.62 | 3.70 | 3.77 | 3.83 | 3.88 | 3.92 | 3.96 | 4.00 | 4.03 | 4.05 | 4.08 | 4.09 | 4.11 | 4.13 | 4.14 | 4.15 | 4.16 | 4.17 | 4.18 | 4.18 | 4.19 | 4.19 | 4.20 | 4.20 | 4.20 | 4.21 | 4.21 | 4.21 | 4.21 | 4.21 | 4.22 | 4.22 |
| Portfolio value (USD) | $ 214,387 | $ 252,915 | $ 297,222 | $ 348,176 | $ 406,772 | $ 474,158 | $ 551,652 | $ 640,769 | $ 743,255 | $ 861,113 | $ 996,650 | $ 1,152,518 | $ 1,331,765 | $ 1,537,900 | $ 1,774,955 | $ 2,047,568 | $ 2,361,074 | $ 2,721,605 | $ 3,136,215 | $ 3,613,018 | $ 4,161,340 | $ 4,791,911 | $ 5,517,068 | $ 6,350,998 | $ 7,310,018 | $ 8,412,891 | $ 9,681,194 | $ 11,139,743 | $ 12,817,075 | $ 14,746,006 | $ 16,964,277 | $ 19,515,289 | $ 22,448,952 |
| 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 | $ 2,144 | $ 2,595 | $ 3,039 | $ 3,548 | $ 4,134 | $ 4,808 | $ 5,583 | $ 6,474 | $ 7,499 | $ 8,677 | $ 10,033 | $ 11,591 | $ 13,384 | $ 15,445 | $ 17,816 | $ 20,542 | $ 23,677 | $ 27,282 | $ 31,428 | $ 36,196 | $ 41,680 | $ 47,985 | $ 55,237 | $ 63,576 | $ 73,166 | $ 84,195 | $ 96,878 | $ 111,464 | $ 128,237 | $ 147,526 | $ 169,709 | $ 195,219 | $ 224,556 |
| Fees paid (cumulative) | $ 2,144 | $ 4,609 | $ 7,518 | $ 10,936 | $ 14,940 | $ 19,618 | $ 25,071 | $ 31,415 | $ 38,783 | $ 47,331 | $ 57,234 | $ 68,695 | $ 81,949 | $ 97,264 | $ 114,950 | $ 135,362 | $ 158,909 | $ 186,062 | $ 217,360 | $ 253,427 | $ 294,976 | $ 342,832 | $ 397,939 | $ 461,385 | $ 534,421 | $ 618,487 | $ 715,235 | $ 826,569 | $ 954,676 | $ 1,102,072 | $ 1,271,651 | $ 1,466,740 | $ 1,691,166 |
| 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 | 0.68 | 0.72 | 0.76 | 0.80 | 0.84 | 0.89 | 0.93 | 0.97 | 1.01 | 1.05 | 1.10 | 1.14 | 1.18 | 1.22 | 1.26 | 1.31 | 1.35 |
| BTC position if no fees where paid | 3.56 | 3.69 | 3.81 | 3.91 | 4.01 | 4.10 | 4.19 | 4.27 | 4.34 | 4.41 | 4.48 | 4.54 | 4.61 | 4.66 | 4.72 | 4.77 | 4.83 | 4.88 | 4.93 | 4.98 | 5.03 | 5.07 | 5.12 | 5.17 | 5.21 | 5.26 | 5.30 | 5.35 | 5.39 | 5.44 | 5.48 | 5.52 | 5.57 |
| Opportunity Cost (USD) | $ 2,144 | $ 5,061 | $ 8,859 | $ 13,735 | $ 19,930 | $ 27,727 | $ 37,469 | $ 49,563 | $ 64,497 | $ 82,849 | $ 105,309 | $ 132,696 | $ 165,985 | $ 206,328 | $ 255,093 | $ 313,899 | $ 384,661 | $ 469,642 | $ 571,517 | $ 693,441 | $ 839,137 | $ 1,012,993 | $ 1,220,179 | $ 1,466,782 | $ 1,759,965 | $ 2,108,155 | $ 2,521,257 | $ 3,010,909 | $ 3,590,783 | $ 4,276,926 | $ 5,088,174 | $ 6,046,620 | $ 7,178,169 |
| Opportunity Cost (as % of portfolio) | 1.00% | 2.00% | 2.98% | 3.94% | 4.90% | 5.85% | 6.79% | 7.73% | 8.68% | 9.62% | 10.57% | 11.51% | 12.46% | 13.42% | 14.37% | 15.33% | 16.29% | 17.26% | 18.22% | 19.19% | 20.17% | 21.14% | 22.12% | 23.10% | 24.08% | 25.06% | 26.04% | 27.03% | 28.02% | 29.00% | 29.99% | 30.98% | 31.98% |
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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| $ 6,389 | $ 60,787 | $ 5,322,789 | 32 | $ 1,563,487 |
| 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
$ 6,389
or
2.98%
of the portfolio value.