Exit without the giant tax bill

FAQs

Why would I want pre-launch tokens in a Roth IRA?

Before they are publicly trading, tokens and other token interests typically have a very low cost-basis.

Acquiring the asset in a Roth IRA allows the capital appreciation to be shielded from capital gains taxes that would otherwise be incurred, which could be significant.

To dive deeper, read more here.

Can I self-custody tokens in my IRA?

No. Tax rules prohibit self-custody of IRA assets.

Digital assets in AnchorZero IRAs are custodied by Anchorage Digital Bank, the nation's only federally chartered crypto bank.

My income is above the Roth IRA contribution limit. Am I still eligible?

Yes. When investors would like to save for retirement by investing in a Roth IRA, but they earns too much to contribute directly, AnchorZero often sees them use the funding strategy called a backdoor Roth IRA.

To learn more, visit our backdoor Roth IRA Explainer.

How much can I contribute to an IRA?

The contribution limit for all an investor's IRAs is $7,000 for 2025 (investors 50 or older can contribute $8,000).

If an IRA investment requires additional capital, an investor can rollover or transfer retirement funds (e.g., 401(k)s, or other IRAs) held at other custodians to AnchorZero.

With whom has AnchorZero worked?

AnchorZero has worked with a wide range of founders, companies, and law firms: first-time founders and founders who have taken companies public; companies that are just an idea and companies that are unicorns; every Band 1 corporate venture law firm and many boutique law firms.

When should I get in touch?

Get in touch today. Timing is very important for IRA transactions.

IRAs must purchase assets at the asset's fair market value, so it's important to complete transactions as early as possible.

AnchorZero has worked with many companies even pre-incorporation. It's never too early, but it can be too late.