ResearchNew: Crypto Available in Retirement Accounts

New: Crypto Available in Retirement Accounts

Feb 29, 2024

We’re excited to announce that Titan Crypto is now available in retirement accounts – specifically Traditional and Roth IRAs.

Titan Crypto provides exposure to well-established crypto assets through professionally managed ETFs specifically designed for the crypto market.

The strategy is advisory fee-free, and is currently 100% invested in Bitcoin via the iShares Bitcoin ETF (IBIT) by BlackRock, the largest asset manager in the world. IBIT has a current weighted expense ratio between 0.12% and 0.25%.*

You may be wondering: why IBIT vs. a different crypto ETF? We chose IBIT after careful due diligence of a variety of different crypto ETFs for a few reasons:

(1) Cost - it's one of the lowest cost spot Bitcoin ETFs in market, and has no transaction fees.

(2) Liquidity - it's one of the most liquid spot Bitcoin ETFs in the market (with $24M daily volume), backed by one of the largest asset managers in the world (BlackRock).

Add Crypto to Your IRA →

Earn A Rollover Bonus. And Invest In Crypto.

Lastly, if you have an outside IRA or 401(k) that you’d like to consolidate to Titan to invest in crypto, you can earn up to a $6,000 bonus for doing so.

Reply to this email or email ir@titan.com to hear about available bonuses based on the size of your rollover, and for help determining if a rollover to Titan is in your best interest.

Once you open an IRA in the Titan app, all that we’ll need from you is a recent account statement for the IRA or 401(k) you wish to roll over. You can roll over as many accounts as you’d like, and yes, you can stack those rollover values to earn a higher bonus, too.


*The strategy expense for IBIT is 0.25%. Blackrock will waive a portion of the Strategy Expense for IBIT for the first 12 months commencing on January 11, 2024, so that the fee will be 0.12% of the net asset value of the Trust for the first $5.0 billion of the Trust’s assets. If the fund exceeds $5.0 billion prior to the end of the 12-month period, the expense ration charged on assets over $5.0 billion will be 0.25%. The fund exceeded $5.0 billion in February 2024. Therefore, all investors will now incur a strategy expense that is the weighted average between 0.12% and 0.25%. The strategy expense is captured in all performance calculations, and performance is shown net of the strategy expense.

Cryptocurrency advisory services are provided by Titan Global Capital Management USA LLC (“Titan”) an SEC registered investment adviser. Brokerage services are provided to Titan Advisory Clients by Titan Global Technologies LLC and Apex Clearing Corporation, both of which are registered broker-dealers and members of FINRA/SIPC. Clients are encouraged to compare the account statements received from the qualified custodian to the reports provided by Titan. Market data is provided by IEX Cloud Services LLC. Titan’s investment advisory services are available only to residents of the United States in jurisdictions where Titan is registered.

Please read the prospectus for iShares Bitcoin Trust before making an investment in Titan Crypto.

This is not an offer, solicitation of an offer, or investment advice to buy or sell securities, or any other product offered by Titan or any third party.

PLEASE NOTE: INVESTMENTS WITH EXPOSURE TO CRYPTO ASSETS ARE ONLY SUITABLE FOR INVESTORS WHO ARE WILLING TO BEAR THE RISK OF LOSS AND EXPERIENCE SHARP DRAWDOWNS, AS THEY STILL CARRY INHERENT RISK ASSOCIATED WITH CRYPTOCURRENCIES. YOU ARE SOLELY RESPONSIBLE FOR EVALUATING THE MERITS AND RISKS ASSOCIATED WITH THE USE OF ANY INFORMATION, MATERIALS, CONTENT, USER CONTENT, OR THIRD PARTY CONTENT PROVIDED BEFORE MAKING ANY DECISIONS BASED ON SUCH CONTENT.

Titan is not making a recommendation for you to rollover any existing tax-deferred and/or non-taxable retirement account(s). In order to make such a recommendation, Titan would need to collect information about your current retirement account and make an assessment about whether this rollover is in your best interest. This email is for informational purposes only and is not intended to be a recommendation to rollover any existing retirement account(s) or tax advice.

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Cryptocurrency advisory services are provided by Titan.

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Contact Titan at support@titan.com. 508 LaGuardia Place NY, NY 10012.