Self-Directed IRA · Retirement Custody

Scott Porter

Scott provides technical support for our self-directed IRA (SDIRA) partnership with Advanta Trust, helping clients set up tax-advantaged Bitcoin rollovers, collaborative security deployment, and estate documentation. Scott does not provide financial, tax, legal, or investment advice.

Focus Advanta Trust Bitcoin IRAs

Experience 30+ years IT & security

Community Nashville · Bitcoin Park

Connect With Scott

Book time

Schedule An IRA Consultation

Sessions cover eligibility, timelines, device requirements, and any Advanta paperwork still outstanding. Expect clear next steps whether you are rolling over a legacy 401(k) or starting fresh with new contributions. Scott provides technical support only—he does not provide financial, tax, legal, or investment advice.

Book with Scott Porter

Meetings typically last 45 minutes. Please include rough rollover amount, current custodian, and whether you already have an Advanta account.

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How Scott helps

Advanta Trust + Collaborative Security

Self-Directed IRA Technical Support

Self-directed IRAs let you hold alternative assets—including Bitcoin—while keeping the same tax advantages available to Traditional, Roth, SEP, and Solo 401(k) plans. Scott provides technical support for contribution rules, prohibited transaction guardrails, and the paperwork custodians require before releasing funds. You work directly with Advanta Trust for IRA setup and management.

Custody You Control

After Advanta clears the purchase, Scott provides technical support to deploy a three-key collaborative vault so neither custodian nor adviser can move funds alone. Estate inserts, signer roles, and compliance notes are documented for trustees, CPAs, and beneficiaries.

Advanta workflow

Four Steps To Fund & Secure Your IRA

1 · Open / Transfer

You work directly with Advanta Trust to complete the SDIRA application (Traditional, Roth, SEP, Solo 401(k), or inherited). Scott provides technical support coordinating transfer or rollover forms so funds land in your SDIRA cash account.

2 · Authorise Purchase

Submit the Bitcoin investment authorization to Advanta, list The Bitcoin Adviser as the collaborative-security facilitator, and outline beneficiary designations.

3 · Build The Vault

Scott provides technical support to deploy the multisig vault while Advanta processes the buy order. Keys are distributed between you, The Bitcoin Adviser, and our vetted partner for redundancy.

4 · Document & Review

Finalize estate inserts, executor playbooks, and optional recovery drills. Scott provides technical support for ongoing reviews. You are responsible for ensuring RMDs, valuations, and custody changes stay compliant with IRS regulations.

Resources

Bring These To Your Session

Retirement Planning Guide

Overview of SDIRAs, SMSFs, and global retirement workflows inside The Bitcoin Adviser.

Open the guide →

Advanta Trust SDIRA Overview

Review eligible account types, contribution limits, and SDIRA rules before paperwork begins.

Visit Advanta IRA →

Checklist

Custodian statements & account numbers
Beneficiary list / trust info
Desired allocation + timeline
CPA / attorney contacts