RETIRED.COM

Owners

Goods & Services

Providing temporary use of online non-downloadable software, web applications, and computer software platforms for digital banking, financial, and retirement planning services, namely, managing financial accounts, conducting financial transactions and accessing financial information, and facilitating incentive rewards programs

Providing financial information about self-directed investment opportunities to others for the purpose of investing retirement savings; Investment advice about self-directed investment opportunities to others for the purpose of investing retirement savings; financial services in the field of self-directed investment accounts for investing retirement savings; providing financial information in the field of self-directed investment accounts; financial trust operations for individual retirement arrangements (IRAs), employer-sponsored retirement plans and custodial accounts; financial administration of individual retirement arrangements (IRAs), employer-sponsored retirement plans and custodial retirement plans; financial investment brokerage services for individual retirement arrangements (IRAs), employer-sponsored retirement plans and custodial accounts; online financial services, namely, financial administration of individual retirement arrangements, financial management of individual retirement arrangements, providing secure commercial transactions and payment options, electronic funds transfer services; financial services in the nature of digital banking, financial retirement planning services

Financial records management of financial and retirement planning documents for self-directed investment account holders