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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 $ 1,643,238 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
$ 64,941 $ 74,682 $ 85,884 $ 98,767 $ 113,582 $ 130,619 $ 150,212 $ 172,744 $ 198,656 $ 228,454 $ 262,722 $ 302,130 $ 347,450 $ 399,567 $ 459,502 $ 528,428 $ 607,692 $ 698,846 $ 803,672 $ 924,223 $ 1,062,857 $ 1,222,285 $ 1,405,628 $ 1,616,472 $ 1,858,943 $ 2,137,785 $ 2,458,453 $ 2,827,220 $ 3,251,303 $ 3,738,999 $ 4,299,849 $ 4,944,826 $ 5,686,550
Bitcoin IRA (current position)
position 3.53 3.61 3.69 3.75 3.81 3.86 3.90 3.93 3.97 3.99 4.02 4.04 4.06 4.07 4.09 4.10 4.11 4.12 4.13 4.13 4.14 4.15 4.15 4.15 4.16 4.16 4.16 4.17 4.17 4.17 4.17 4.17 4.17
Portfolio value (USD) $ 229,038 $ 269,764 $ 316,599 $ 370,459 $ 432,397 $ 503,627 $ 585,541 $ 679,742 $ 788,074 $ 912,655 $ 1,055,923 $ 1,220,681 $ 1,410,153 $ 1,628,046 $ 1,878,623 $ 2,166,787 $ 2,498,175 $ 2,879,271 $ 3,317,532 $ 3,821,532 $ 4,401,131 $ 5,067,671 $ 5,834,192 $ 6,715,690 $ 7,729,414 $ 8,895,196 $ 10,235,845 $ 11,777,592 $ 13,550,601 $ 15,589,561 $ 17,934,365 $ 20,630,890 $ 23,731,894
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 $ 2,290 $ 2,764 $ 3,232 $ 3,771 $ 4,390 $ 5,103 $ 5,922 $ 6,864 $ 7,947 $ 9,193 $ 10,626 $ 12,273 $ 14,168 $ 16,347 $ 18,853 $ 21,734 $ 25,048 $ 28,859 $ 33,242 $ 38,282 $ 44,078 $ 50,743 $ 58,408 $ 67,223 $ 77,360 $ 89,018 $ 102,425 $ 117,842 $ 135,572 $ 155,962 $ 179,410 $ 206,375 $ 237,385
Fees paid (cumulative) $ 2,290 $ 4,924 $ 8,027 $ 11,667 $ 15,928 $ 20,900 $ 26,692 $ 33,426 $ 41,243 $ 50,306 $ 60,801 $ 72,944 $ 86,982 $ 103,199 $ 121,921 $ 143,526 $ 168,444 $ 197,173 $ 230,284 $ 268,436 $ 312,384 $ 362,997 $ 421,275 $ 488,368 $ 565,598 $ 654,487 $ 756,781 $ 874,494 $ 1,009,936 $ 1,165,768 $ 1,345,048 $ 1,551,293 $ 1,788,548
Opportunity Cost of Fees
Fees paid cumulative (BTC) 0.04 0.07 0.11 0.15 0.19 0.23 0.27 0.30 0.34 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 1.04 1.09 1.13 1.17 1.21 1.25 1.30 1.34
BTC position  if no fees where paid 3.56 3.68 3.80 3.90 3.99 4.08 4.16 4.24 4.31 4.38 4.44 4.51 4.57 4.62 4.68 4.73 4.78 4.83 4.88 4.93 4.98 5.02 5.07 5.12 5.16 5.21 5.25 5.29 5.34 5.38 5.42 5.47 5.51
Opportunity Cost (USD) $ 2,290 $ 5,398 $ 9,440 $ 14,627 $ 21,211 $ 29,495 $ 39,841 $ 52,681 $ 68,530 $ 88,003 $ 111,829 $ 140,876 $ 176,175 $ 218,948 $ 270,643 $ 332,974 $ 407,968 $ 498,022 $ 605,967 $ 735,144 $ 889,493 $ 1,073,660 $ 1,293,117 $ 1,554,308 $ 1,864,814 $ 2,233,555 $ 2,671,013 $ 3,189,507 $ 3,803,505 $ 4,529,993 $ 5,388,902 $ 6,403,612 $ 7,601,539
Opportunity Cost (as % of portfolio) 1.00% 2.00% 2.98% 3.95% 4.91% 5.86% 6.80% 7.75% 8.70% 9.64% 10.59% 11.54% 12.49% 13.45% 14.41% 15.37% 16.33% 17.30% 18.27% 19.24% 20.21% 21.19% 22.16% 23.14% 24.13% 25.11% 26.09% 27.08% 28.07% 29.06% 30.05% 31.04% 32.03%
Results
Simulation 32 years
Final Balance
Net of ALL fees
Bitcoin IRA
$ 21,285,045
Swan
$ 22,928,283
Custody Fees Bitcoin IRA
$ 1,788,548
Swan
$ 432,826
Fees on
Contributions
Bitcoin IRA
$ 4,160
Swan
$ 2,059
Unwind Fees
at final date
Bitcoin IRA
$ 658,300
Swan
$ 229,260
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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$ 6,825 $ 64,941 $ 5,686,550 32 $ 1,643,238
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 $ 6,825 or 2.98% of the portfolio value.