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.
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.
Four Steps To Fund & Secure Your IRA
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.
Submit the Bitcoin investment authorization to Advanta, list The Bitcoin Adviser as the collaborative-security facilitator, and outline beneficiary designations.
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.
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.
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