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  • 2 days ago
Last week, we assisted a client in transferring their digital assets from their IRA with another provider to Digital Wealth Partners. Their previous provider wouldn't allow an in-kind transfer, so they liquidated their assets—selling at a high—and sent us the funds. We repurchased the digital assets at about a 15% discount, boosting their position within their qualified, tax-advantaged account. If you haven't allocated digital assets in your IRA, now might be the time. And if you're holding digital assets and want to earn yield, consider moving them over to us.

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