COMING SOON
Retirement Custody
Retired.com provides custody for self-directed IRAs and other retirement accounts. Purpose-built for advisors and plan sponsors who need a custody partner that supports both traditional and alternative assets.
★★★★★
COMING SOON
How It Works: Onboarding With Retired.com
1. Discovery Call
Walk us through the trust structure, asset mix, and beneficiaries. We confirm fit and scope.
2. Onboarding
Trust documentation review, asset transfer planning, and dedicated trust officer assignment.
3. Ongoing Administration
Statements, fiduciary reporting, distribution management, and tax coordination on a defined schedule.
Top Benefits of Partnering With Retired.com
Alternative Asset Capability
Hold real estate, private equity, precious metals, and crypto inside retirement accounts.
Advisor-Friendly Model
Designed around how advisors actually run their practices, with integrations for the platforms you already use.
Compliance Confidence
Tax reporting, and RMD support handled to standards your auditors and regulators expect.
Transparent Pricing
Predictable, disclosed custody fees with no surprise charges.
Special Offer
Your Retirement Custody Blueprint, for Free
Considering switching custodians or adding alternative-asset capability for your clients? Our resource center has guides on transition planning, alternative asset due diligence, and compliance best practices.
Learn Before You Choose with Retired.com’s Retirement Custody Content
The latest insights on self-directed IRA custody, alternative assets, and best practices for advisors.
What Is Blockchain Technology? A Plain-English Guide for Investors
6
min
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Chris Kline
Jul 29, 2026
Mid-Year Retirement Check-In: Are You on Track for Retirement?
11
min
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Chris Kline
Jul 29, 2026
Dividend Investing for Pre-Retirees: Building Income Before You Retire
7
min
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Chris Kline
Jul 29, 2026
Roth IRA vs. Brokerage Account: Where Should You Hold Your Stocks?
12
min
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Chris Kline
Jul 23, 2026
Crypto Retirement Diversification: What Pre-Retirees Should Know
8
min
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Chris Kline
Jul 22, 2026
What is a Self-Directed IRA? Everything You Should Know About This Account
10
min
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Chris Kline
May 19, 2026
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Frequently Asked Questions
What account types do you custody?
Traditional IRAs, Roth IRAs, SEP IRAs, SIMPLE IRAs, Solo 401(k)s, and inherited IRAs are all supported.
What alternative assets can be held?
Real estate, private placements, promissory notes, precious metals, and digital assets, in addition to traditional securities.
Do you provide tax reporting?
Yes. We produce IRS Form 5498 and 1099-R for account holders and provide advisor-level reports on contributions, distributions, and asset valuations.
How do you support RMDs?
We calculate, notify, and process required minimum distributions in coordination with the advisor, ensuring compliance with current IRS rules.
How do you integrate with advisor platforms?
We support API and SFTP integrations with major portfolio management, performance reporting, and CRM platforms used across the RIA channel.
What is your fee structure?
Pricing is based on account count, asset mix, and service tier. We share a transparent fee schedule before any agreement is signed.
How long does onboarding take?
Most partners are fully live within four to twelve weeks, depending on book size and integration complexity.
How is client data protected?
Client data is protected with encryption at rest and in transit, role-based access controls, and SOC-tested operational practices.
Your Future Starts Now. Let’s Build It Together.
A retirement custodian built for today’s clients
