Transfer Ira Account To Investment Options

Transfer ira account to investment options

Why we like it

With its low-cost ETFs, automatic rebalancing, extensive tax strategies and retirement advice, Betterment is a strong bet for retirement investors.

⚠ Investment options in a Self Directed IRA - The Dough 💲how

Betterment’s planning tools include advice on “asset location” — which types of investments are best for different types of accounts — and investors can sync outside accounts, as well.


  • No account minimum.

  • Robust goal-based tools.

  • Fractional shares limit uninvested cash.

  • Low management fee.


  • $100,000 minimum and higher fee for access to financial advisors.

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