Q. What is Stash Retire?
Stash Retire is retirement, simplified. It’s a mobile-first investing platform that takes all the confusion and jargon out of planning for retirement. By adding money to your Stash Retire account, a little at a time, you could be setting yourself up for a healthy nest egg. With Stash Retire, you can choose from either a…
Q. Can I transfer investments from Stash Invest account to my Stash Retire account?
Contributions towards IRAs must be made in cash. In order to transfer funds from your Stash Invest account to your Stash Retire account, you must first liquidate the funds within your Stash Invest account. Once the proceeds have been received to your linked bank account, you will be free to transfer the cash to your…
Q. Will my retirement money still be available if Stash goes public or is acquired?
Stash plans on being around for a long time. However, in the event that we were to go public or be acquired, you would maintain complete control of your brokerage account. All the funds and securities in your Stash Retire account are owned by you, Stash just provides you access to buy, sell, and hold…
Q. Will my retirement money still be available if Stash is goes out of business?
Stash has plans to be around well into your retirement years. However, if anything were to happen to cause Stash to go out of business, your money will be safe. When you open a Stash Retire account you, are opening a brokerage account held by our clearing house Apex Clearing. All of the securities in…
Q. How much money can I contribute to my Stash Retire account?
The yearly contribution limit to all IRAs (including Stash Retire) is $5,500 if you are under the age of 50, or $6,500 if you turn 50 in the current calendar year. You can contribute to it anytime — just be aware that the once-a-year deadline for IRA contributions is the tax filing date, generally April…
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