Self-Directed IRA · Retirement Custody

Scott Porter

Scott leads our self-directed IRA (SDIRA) collaboration with Advanta Trust, guiding clients through tax-advantaged Bitcoin rollovers, collaborative custody deployment, and estate documentation.

Focus Advanta Trust Bitcoin IRAs

Experience 30+ years IT & security

Community Nashville · Bitcoin Park

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How Scott helps

Advanta Trust + Collaborative Security

Self-Directed IRA Expertise

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 guides you through contribution rules, prohibited transaction guardrails, and the paperwork custodians require before releasing funds.

Custody You Control

After Advanta clears the purchase, Scott helps 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

Complete Advanta’s SDIRA application (Traditional, Roth, SEP, Solo 401(k), or inherited). Scott coordinates transfer or rollover forms so funds land in your SDIRA cash account.

2 · Authorise Purchase

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

3 · Build The Vault

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 schedules ongoing reviews so RMDs, valuations, and custody changes stay compliant.

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

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.

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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