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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.…
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Q. How do I close my Retirement Portfolio?
Before you can close your Retirement Portfolio (IRA), you must complete the following steps: Link your external bank account to Stash so we can transfer your balance to you. (Learn how →) Turn off auto invest for your IRA. (Learn how →) Sell all of the investments in your IRA.…
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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.…
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Q. I already contribute to an IRA. Can I still use Stash Retire?
Yes, even if you already have a separate IRA you can still use Stash Retire. What about the IRA contribution limits? The annual IRA contribution limit set by the IRS is the total amount you’re allowed to put into all your IRAs.…
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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.…
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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.…
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