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Rules, Compliance & Risk

Rules, Compliance & Risk

Stay on the right side of IRS rules: prohibited transactions, disqualified persons, recordkeeping, and spotting investment scams.

8 articles

Prohibited transactions — what they are and why they matter
How to spot IRA investment scams
Red flags in investment opportunities
Disqualified persons — who counts and why
Investment restrictions in an IRA
What happens if you make a prohibited transaction?
Your recordkeeping responsibilities as an SDIRA holder
How Digital Trust reports to the IRS on your behalf

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Retired.com, LLC (“Retired.com”) is a technology platform that connects users with third-party custodians, digital wallet providers, cryptocurrency platforms, brokerage providers, and banking partners. Retired.com is not a bank, broker-dealer, exchange, custodian, or registered investment adviser, and does not provide investment, legal, or tax advice.

Investment advisory services offered through Retired Advisory, LLC, an SEC-registered investment adviser, pursuant to a written advisory agreement. Securities accounts are carried and cleared by Interactive Brokers LLC, member FINRA/SIPC. Digital asset custody and related services are provided by Digital Trust, LLC. Banking services are provided by participating partner banks. Retired.com, LLC, Retired Advisory, LLC, Rocket Dollar Capital, LLC, and Digital Trust, LLC are wholly owned subsidiaries of WAO Fintech, LLC.

Neither the IRS nor any governmental or regulatory authority has approved or endorsed any investment or transaction available through the platform.

Investing in cryptocurrencies, digital assets, and securities involves substantial risks, including the possible loss of principal. Digital assets are highly speculative, volatile, and may become illiquid or lose value entirely. Investments are not FDIC insured, are not bank guaranteed, and may lose value.

The information provided through the platform is general and educational in nature and should not be construed as legal, tax, investment, or other professional advice. Tax laws and regulations are complex and subject to change. While Retired.com believes the information presented is reliable, it does not guarantee its accuracy, completeness, or timeliness. To the fullest extent permitted by law, Retired.com disclaims liability arising from reliance on such information. Users should consult their own legal, tax, and financial advisers regarding their specific circumstances.

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