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. 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 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 →).…
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