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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. Is there a limit to how much I can transfer from my external account to my Stash Invest accounts?

The current one-time transfer limit from an external bank account to Stash Personal Portfolio/Custodian/Smart Portfolio is $10,000 and from an external bank account to Stash Retire is $6,000.…

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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