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Q. What retirement accounts does Stash offer?

Stash offers two types of retirement accounts (also known as IRAs): a Roth IRA or a Traditional IRA. When you sign up for Stash+, we’ll help you pick the account that’s right for you. By adding a little money to your retirement account consistently over time,…

Q. Will I be charged a penalty if I close my Retire account?

Yes. If you have a Roth IRA, you may close your account and withdraw your funds at any time. However, if you have not yet reached 59 ½ years old, you may be subject to penalties and taxes by the IRS.…
Q. What are my Stash investment portfolio choices?

Investing can feel overwhelming if you don’t know where to start. Stash makes things simple with our four investment portfolio options. As each portfolio type serves a different purpose, you may invest in any or all of these. What’s important is that you have options to get to the next level of your investment goals. …

Q. IRA Close or Withdrawal State IRA Withholding Requirements

Traditional IRA required state withholdings. If you’re requesting to make a partial withdrawal from your Traditional Individual Retirement Account (IRA), or to close it completely, you’ll need to fill out a withdrawal form before the account can be closed. On this form,…

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