Introduction to Stash Retire
Q. What is Stash Retire?
Stash Retire is a simplified way to invest for the long run. We’re here to help take the confusion and jargon out of planning for retirement. How does it work? Stash Retire offers two types of retirement accounts: a Roth IRA or a Traditional IRA.…442
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.…200
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.…70
Q. Do I need Stash Invest and Stash Retire?
No, you can sign up for just one or the other. But, to ensure you’re saving and investing in the most efficient way for the long term, using both Stash Retire and Invest together may be the way to go. How do I sign up for just Stash Invest?…66
Q. Who is Stash Retire for?
Stash Retire is for people who want to save for retirement. You can use Stash Retire in addition to your employer-sponsored 401(K). You can also use Stash Retire if you’ve never saved for retirement before. All you need is $1 to get started!…29
Q. How much money can I contribute to my Stash Retire account?
If you’re 49 years old or younger The yearly contribution limit to all IRAs (including Stash Retire) is $5,500. If you’re turning 50 this year (or are older) The annual contribution for people who are turning 50 this calendar year or older is $6,500.…23
Q. Can I still contribute toward last year’s IRA contribution limit?
It depends. Is it before April 15th (or this year’s tax deadline day)? If the answer is ‘Yes’, you can still contribute under the previous year’s maximum. The deadline to contribute to the previous year’s IRA contribution maximum is the closest business day on or after April 15.…20
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