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1356 sats \ 1 reply \ @Scoresby 3 Mar 2023 \ on: How can financial advisors help bitcoiners? bitcoin
  • I've had a couple of non-bitcoiners ask me if/how you can buy bitcoin in an IRA.
  • How to handle selling/spending bitcoin (best way to do your cost basis?)
  • I agree with the @Wumbo about hardware wallet setup, recovering to new device and general bitcoin knowledge
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0 sats \ 0 replies \ @MattGolliher OP 3 Mar 2023
Definitely, I think helping clients balance tax efficiency with KYC and other tradeoffs will be a big part of it.
Also agree on the hardware wallet setup. The beauty of bitcoin is clients don't need me (or anyone) to custody it for them.
My goal for most clients is for them to not need me anymore. Thinking about incorporating a "graduation" type celebration when that happens.
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