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. Are there early withdrawal fees on Stash Retire?
Yes, depending on your age and circumstances, there could potentially be penalties and/or taxes if you withdraw your funds before age 59 ½. If you have any questions, please reach out to a tax advisor to review your specific circumstances.
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…
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