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. 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,…
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