Insights & Resources
Bitcoin raises questions that a traditional plan was never built to answer, from custody and inheritance to what a deflationary asset does to retirement math. These articles work through how it functions, how it is taxed, and where it fits, or does not fit, inside a plan built around your whole life.
Bitcoin & Retirement in a Deflationary Economy
Jeff Booth argues technology is deflationary. Here's what that thesis would mean for retirement income planning — and the honest risks of betting on it.
Bitcoin Self-Custody for HNW Households
A Kitces-depth guide to Bitcoin self-custody for high-net-worth households — hardware wallets, multisig, collaborative custody, the 1099-DA reporting rules, and the Texas-specific estate considerations most holders overlook.
Bitcoin Inheritance Planning
Bitcoin doesn't transfer like a brokerage account. Self-custody, private keys, cost basis documentation, and the step-up in basis all create planning challenges most estate plans don't address. Here's what families need to know.