Q. What is Stash Retire?
Stash Retire is retirement, simplified. It’s an 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. You can contribute up to $5,500 a year if you’re…
Q. Am I ready to open a Retire account?
Stash Retire accounts are a tax-efficient type of account designed to help you invest for retirement. If you’d like to learn more about why people decide to open Retire accounts, please read this article. If you’ve decided that saving for retirement is right for you, we offer two different types of individual retirement accounts (IRAs):…
Q. Do I need Stash Invest and Stash Retire?
Stash Invest and Stash Retire can go hand-in-hand. You can use both accounts to ensure you are saving and investing in the most efficient way for the long term. If you wish to sign up for Stash Retire only, you can now do so on the web here. After you sign up, you can manage…
Q. Can I transfer investments from Stash Invest account to my Stash Retire account?
At this time Stash does not support transferring funds from your Invest to your Retire account and vice versa. Any funds you add to your IRA must be made with deposits from your bank account. In order to move money from your Stash Invest account to your Stash Retire account, you must sell any investments…
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. This also applies to Retire accounts that have been open for less than five…
Q. How can I close my Stash Retire account?
You can close or withdraw funds from your Retire account in just a few simple steps. To initiate the process, contact support. First, you will need to sell any investments that you may have in your Retire account. This will make all funds in your account available to withdraw from your cash balance when we…
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