Advisement Disclosure

Advisement Disclosure

Last Updated: July 24th, 2026

Retired.com and its affiliates do not provide tax, legal, investment, or accounting advice. Any material made available to you by Retired.com ("Retired" or "our" or "we"), via any portal, including www.retired.com via email correspondence from and with Retired and its representatives, has been prepared for informational purposes only, and is not intended to substitute, and should not be relied on for tax, legal, investment, or accounting advice. You should consult an independent tax advisor, lawyer, financial advisor, and/or certified public accountant before engaging in any transaction. Neither Retired.com nor any of its affiliates are fiduciaries with respect to any person or plan by reason of providing the material or content herein.


While Retired.com tries to provide accurate and timely information, Retired.com does not warrant the accuracy or completeness of the materials provided, either expressly or impliedly, and expressly disclaims any warranties or merchantability or fitness for a particular purpose. Decisions based on information contained on this site are the sole responsibility of the user, and in exchange for using this site, you agree to hold Retired.com and its affiliates harmless against any claims for damages arising from any decision you make based on such information. Retired.com reserves the right to withdraw or prohibit access to the site and to revise the software, materials, information, and the services and products described in this site, at any time without notifying users.


Nothing else contained on this site, including any offers that appear from a third-party advertiser, should be used or construed as an offer to sell, a solicitation of an offer to buy, a referral for services, or a recommendation for any security. Retired.com does not endorse nor recommend any product or services offered by such third-party advertisers. Nor is any third-party information intended as investment, tax, financial, or legal advice. Investors should seek professional advice for their particular situation. Please visit any third-party advertiser’s website to view complete offer disclosures, terms and conditions, privacy terms, and other details.


Retired.com does not monitor whether a customer is eligible for a particular type of investment product, or a tax deduction, or if a reduced contribution limit applies to a customer. These are based on a customer’s individual circumstances. You should consult with a tax advisor. Certain IRA options may not be available due to your particular IRS qualification.

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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.

© 2026 Retired.com. All rights reserved. Retired.com™ and the Retired.com Logo are trademarks of Retired.com, LLC. All other trademarks and logos are the property of their respective owners.

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.

© 2026 Retired.com. All rights reserved. Retired.com™ and the Retired.com Logo are trademarks of Retired.com, LLC. All other trademarks and logos are the property of their respective owners.

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.

© 2026 Retired.com. All rights reserved. Retired.com™ and the Retired.com Logo are trademarks of Retired.com, LLC. All other trademarks and logos are the property of their respective owners.