Q. How do I close my Retirement Portfolio?
Before you can close 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 →) Turn off Set Schedule for your Retirement Portfolio. (Learn how →) Sell all of the investments in your Retirement Portfolio and wait for the sale to settle (up to 3 business days).…
Q. Am I ready to open a Retire account?
Everyone’s circumstances are different, so it’s hard to say when it’s the right time for you to open your Stash Retire account. Keep in mind that a Retire account is meant to invest for your future, which means you should probably plan on waiting until you’re at least 59.5 before you withdraw the money saved in this account.…
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. When can I take my money out of Stash Retire?
Ideally, you want to keep this money growing until you’re 59 ½ years-old. This is how you get the greatest tax benefits from your Stash Retire investment. If you have any questions about withdrawing funds from your Stash Retire account, it would be best to consult with a tax advisor.…
Q. I signed up for a Stash Retire account only. Is it possible to now sign up for a personal Invest account?
At this time, if you want to sign up for a Stash Invest personal brokerage account after signing up for Stash Retire, you can do so on the web or in the iOS app.…
Q. How is Stash Retire different from other retirement accounts?
Stash is a low-cost retirement platform with in-app educational services that allows you to choose your own investments. With Stash Retire, you can create a portfolio that’s tailored to your interests, risk profile, and goals that you can keep building until you’re 59 ½.…
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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