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331. Crypto, Retirement, and Taxes: What’s the Strategy?

A Wiser Retirement®

Chapters
0:00
Framing Crypto Across Life Stages
3:20
Asset Class, Sizing, And Volatility
8:45
Tax Rules, IRMAA, And Planning
16:35
Turning Gains Into Income And Rebalancing
22:00
Custody Risks, Scams, And ETFs
26:50
Legacy, Access, And Estate Logistics
30:10
Risk Management, Custodians, And Controls
33:20
Key Takeaways And Next Steps
A Wiser Retirement®
331. Crypto, Retirement, and Taxes: What’s the Strategy?
Mar 08, 2026 Episode 331
Wiser Wealth Management

Crypto is becoming a bigger part of retirement conversations, but how does it actually fit into a coordinated tax and estate strategy? In this episode of A Wiser Retirement® Podcast, we break down how to thoughtfully integrate crypto into a diversified retirement plan without derailing your long-term goals.

Related Podcast Episodes: 

Ep 326. Why Crypto Still Confuses Investors

Ep 306. Crypto in Your 401(k)? The Future of Retirement Investing

Ep 286. How can I evaluate crypto as a potential investment?

Other Links:

Teton Crypto Capital

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