Yes! You can roll over an existing 401(k) or IRA into your Acorns Later account.
A rollover is when you move funds from one retirement account to another. It's something you might want to consider if you've left a job or opened a new IRA account.
Rolling existing plans over to Acorns Later is a good way to get the most out of our portfolio allocations. It’ll also consolidate your investment accounts, and could even help you save on management fees.
Contact us if you're interested in rolling a plan into your Acorns Later account and we’ll help you with the steps.
Please do not send any checks directly to Acorns. We will not be able to process or return them.
Investing in your retirement is a key part of your financial wellness plan. It may seem far away, but the earlier and more consistently you invest, the more opportunity your money has to grow long-term—for the life you want later.
For more on retirement investment, check out this resource from Learn.
Thank you for growing your oak with us!
Comments
0 comments
Article is closed for comments.