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. What is a Traditional IRA?
A Traditional Individual Retirement Account (IRA) allows a client to invest in stocks, bonds, mutual funds, certificates of deposit, ETFs index funds etc. using pre-tax dollars. That means the client does not pay income taxes on the money they are using to invest until they withdraw the money from the account.…
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. Will I get in trouble if I take my money out early?
Retirement accounts can have penalties and/or taxes if you withdrawal prior to the age of 59 ½. If you have any questions, please reach out to a tax advisor to review your specific circumstances. Keep it in, let it grow!…
Q. How will I know how to build the right retirement portfolio with Stash?
When you’re setting up your Stash Retire account you’ll be presented with two investment choices: Your recommended investment Mix (Conservative, Moderate or Aggressive) and Park My Cash. Your Mix is a diversified fund tailored to your risk level. Each Mix is a highly balanced mix of stocks,…
Q. How Do I Transfer Some of my 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 the amount of your investments you’d like to withdraw and wait for the funds to settle (up to 3 business days).…
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