-
Q. Can I rollover money from an old IRA into Stash Retire?
We’re not able to rollover other IRAs into Stash Retire at this time, but we’re planning on offering this in the future. Stay tuned for updates on this.…
-
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. Do I need a separate beneficiary for my Retire account?
Yes, you will need to add a beneficiary to your Stash Retire account, even if you already have one for a Stash Invest account. Adding a beneficiary for your Invest account does not add a beneficiary to your Retire account. Note: You can name the same person as the beneficiary of both accounts.…
-
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. How Do I Transfer Cash From My Retirement Portfolio?
Before you can transfer from your Retirement Portfolio, make sure you’ve done the following. Link your bank to Stash so we can transfer your cash to you (Learn how →). Sell all of the investments in your Retirement Portfolio and wait up to 3 business days for the sale to settle (Learn how →).…
-
Q. Withdrawing from your Retirement Portfolio
You can either make a partial withdrawal from your Retirement portfolio (IRA), or you can close it completely. Important Note: The minimum age to withdraw money from an IRA is 59 ½ years old. If you withdraw funds from your Retire Portfolio before age 59 ½,…
Didn’t find your question?
Tell us what you’re looking for, and we’ll search for resources that could help.
Ask your question
