Entrust Self vs Retired.com (Formerly Choice)

SELF-DIRECTED IRA INVESTING STREAMLINED Looking for a way to plan for retirement that suits your needs and expertise? With Entrust, you can do so via a self-directed IRA (SDIRA) that allows you to invest in what you want. With a SDIRA, you’re not limited to stocks, bonds, or other traditional investments. Instead, you can invest in alternative assets such as real estate, private equity, private lending, precious metals, and more. An Entrust Self-Directed IRA allows you to: • Invest - Transfer or rollover your existing IRA or 401(k) to start investing in alternative assets • Manage - Purchase alternative assets, make contributions, set up beneficiaries, and more • Take control - Discover strategies and techniques to help you diversify and grow your retirement savings via our online learning center With our app, you can manage your SDIRA on the go. The Entrust app is currently designed for existing account holders. Don’t have an account yet? Go to theentrustgroup.com/open-a-self-directed-ira to get started. SDIRA INVESTING ON THE GO With the Entrust app, invest with your SDIRA from anywhere. Use it to: • Fund your account • Purchase alternative investments • Complete, edit, and submit necessary forms • Browse private offerings on Entrust Connect • Open additional accounts EASY ACCOUNT MANAGEMENT Managing your SDIRA and investments has never been more convenient: • View and download statements and tax forms • Make payments • Manage beneficiaries • Update personal information • Complete and submit fair market valuations • Take distributions • Give account access to your advisor EFFORTLESS REAL ESTATE ASSET MANAGEMENT Say goodbye to writing checks. Use the myDirection Visa debit card to manage real estate expenses: • Apply for the myDirection card • Add funds to your card • Certify transactions • Add your card to Apple Wallet EXPLORE NEW OFFERINGS Looking for new investment ideas? Consider our online marketplace, Entrust Connect. Use it to find private offerings that other Entrust clients have already invested in. The marketplace is continually updated and includes offerings for almost every interest. SAFE & SECURE Your data security is our priority. The Entrust app meets or exceeds all privacy and security standards set by Apple. This includes multi-factor authentication to prevent unauthorized access. It also works with Apple’s keychain access, so users can securely pre-populate their credentials. WE’RE HERE FOR YOU Got questions about the Entrust app or your account? Contact us directly via secure message within the app. Disclaimer: Entrust does not promote any investments. Rather, Entrust provides the administration, information, and tools to make self-direction straightforward and compliant. We help you get started quickly and stay with you every step of the way.

Retired.com* isn't an exchange with a retirement account bolted on. Retirement is the entire product, starting with the asset our members have asked for most: crypto, held inside a tax-advantaged account built to grow for decades, not to day-trade. Trusted with $12B+ in assets under custody by a community of 250,000+ Americans. Whether you're rolling over an old 401(k) or starting fresh, Retired.com puts you in control of what your future is built on. Trade and stake without ever leaving your IRA Buy, sell, and trade Bitcoin and other digital assets, tax-advantaged Stake supported assets to earn rewards inside your IRA Move in and out of positions without a taxable event on every trade One asset, the retirement account built for you Choose the account structure that fits your goals, Self-Directed IRA, Roth IRA, SEP IRA, Solo 401(k), or Checkbook IRA. Fund it with a rollover or a transfer, and start putting your retirement savings behind the asset you believe in. Security is not an afterthought Every account is backed by SOC 2 Type 1 certified security, SIPC-protected cash, and institutional-grade cold storage for your digital assets, with $12B+ held under regulated, third-party custody. A trusted relationship, not an AI-only wall See where you stand with a free Retirement Score in minutes, then talk it through with a real specialist, available on your schedule, including weekends, who turns your score into a named plan with a person behind it. Straightforward answers, transparent pricing, no hidden fees, no surprises. Retire with Freedom. *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 advisor, 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 Advisory, LLC, Rocket Dollar Capital, LLC, and Digital Trust, LLC are wholly-owned subsidiaries of Retired.com. 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.