Crypto Retirement Solutions for Self-Directed Investors

The emergence of crypto as a tax-deferred retirement solution solves a problem for crypto investors with a long-term investment horizon that expect capital gains. Self-directed IRA (SDIRA) platforms have become the go-to solutions for cryptocurrency investors looking to hold it as a retirement asset. SDIRA platforms can bring this product to life through their partnerships with exchanges, which support trade execution and custody. 

According to Javelin's Investor Survey, those between the ages of 18 and 44 are significantly more likely than their older counterparts to own crypto. As a result, crypto provides a unique competitive opportunity for entrenched financial institutions with retirement and trading platforms to capture a large segment of millennials and younger Gen Xers. These institutions have an incentive to use crypto as a tool for investor acquisition and potentially a new revenue stream for long-term investor relationships.

Key questions discussed in this report:

• Who is providing crypto retirement solutions for investors?
• What are the impediments to growth and risks for existing crypto trading and SDIRA providers?
• What is the opportunity for crypto retirement and cross-sell for existing name-brand retail brokers?

Companies Mentioned:

Alto, Binance, Bitcoin IRA, BitIRIA, BitTrust IRA, BlockFi, Blockmint, CAIS, CEX.IO, Charles Schwab, Choice, CI Asset Management, Coin IRA, Coinbase, Coinmama, Crypto.com, CyberCorp, E*Trade, Equity Trust, eToro, Fidelity, Fireblocks, First Savings Bank, FTX, Gemini, Height Zero, iCapital, Interactive Brokers, IRA Financial, iTrustCapital, JP Morgan, Kraken, Monex Group, Morgan Stanley, MyDigitalMoney, NYDIG, Onramp, OptionsXpress, Robinhood, Stone Ridge, TD Ameritrade, Thinkorswim, Tradestation, Vanguard, Wealthsimple, Wells Fargo