Retirement & Wealth Plans

Discover top retirement and wealth platforms with all the information you need to plan your future.

Editor Choice

Official Open Account

SoFi Invest IRA

Modern retirement account with automated investing

Title: SoFi Invest IRA
Subtitle: Modern retirement account with automated investing

Provider: SoFi
Plan Type: Roth IRA
Contribution Limit: 6000.00
Fees: No annual fees

Investment Options: Stocks, ETFs, Automated portfolios
Tax Advantages: Tax-free growth, tax-free withdrawals in retirement
Min Balance: 0.00
Risk Profile: Aggressive

Min Age: 18
Residency Requirement: US residents only
Employment Type: Full-time employees, self-employed
Eligibility Notes: Income limits apply

Management Fee: 0.00
Subscription Fee: 0.00
Free Tier: 1
Description: SoFi Invest offers a Roth IRA with no annual fees and automated investing options.

Pros: No annual fees, automated investing
Cons: Income limits for contributions
Faq: How to open a SoFi Invest IRA?
Meta Title: SoFi Invest IRA Overview

Meta Keywords: SoFi Invest IRA, retirement account, 2025
Meta Description: Roth IRA with automated investing
Avg Return Rate: 7.2%
Withdrawal Rules: Penalty-free after 59.5 years

Retirement Tools: Automated investing tools, retirement calculators
Rating: 4.40
Regulatory Certifications: FINRA Registered
Created At: 2025-09-23 10:26:04
Updated At: 2025-09-27 13:43:50

Editor Choice

E*TRADE IRA

Official Open Account

E*TRADE IRA

Flexible retirement account with a wide range of investment options

Title: E*TRADE IRA
Subtitle: Flexible retirement account with a wide range of investment options

Provider: E*TRADE
Plan Type: Traditional IRA
Contribution Limit: 6000.00
Fees: No annual fees

Investment Options: Stocks, Bonds, ETFs, Mutual Funds
Tax Advantages: Tax-deferred growth, tax-deductible contributions
Min Balance: 0.00
Risk Profile: Balanced

Min Age: 18
Residency Requirement: US residents only
Employment Type: Full-time employees, self-employed
Eligibility Notes: Income limits apply

Management Fee: 0.00
Subscription Fee: 0.00
Free Tier: 1
Description: E*TRADE offers a Traditional IRA with no annual fees and a broad selection of investment options.

Pros: No annual fees, broad investment selection
Cons: Income limits for contributions
Faq: How to open an E*TRADE IRA?
Meta Title: E*TRADE IRA Overview

Meta Keywords: E*TRADE IRA, retirement account, 2025
Meta Description: Traditional IRA with no annual fees
Avg Return Rate: 7.6%
Withdrawal Rules: Penalty-free after 59.5 years

Retirement Tools: Retirement planning tools, investment calculators
Rating: 4.40
Regulatory Certifications: FINRA Registered
Created At: 2025-09-23 10:26:01
Updated At: 2025-09-27 13:44:39

Editor Choice

Official Open Account

Vanguard Traditional IRA

Tax-deferred retirement savings account

Title: Vanguard Traditional IRA
Subtitle: Tax-deferred retirement savings account

Provider: Vanguard
Plan Type: Traditional IRA
Contribution Limit: 6000.00
Fees: No annual fees

Investment Options: Stocks, Bonds, ETFs, Mutual Funds
Tax Advantages: Tax-deferred growth, tax-deductible contributions
Min Balance: 0.00
Risk Profile: Balanced

Min Age: 18
Residency Requirement: US residents only
Employment Type: Full-time employees, self-employed
Eligibility Notes: Income limits apply

Management Fee: 0.00
Subscription Fee: 0.00
Free Tier: 1
Description: Vanguard offers a Traditional IRA with no annual fees and a broad selection of investment options.

Pros: No annual fees, broad investment selection
Cons: Income limits for contributions
Faq: How to open a Vanguard Traditional IRA?
Meta Title: Vanguard Traditional IRA Overview

Meta Keywords: Vanguard Traditional IRA, retirement account, 2025
Meta Description: Traditional IRA with no annual fees
Avg Return Rate: 7.8%
Withdrawal Rules: Penalty-free after 59.5 years

Retirement Tools: Retirement planning tools, investment calculators
Rating: 4.50
Regulatory Certifications: FINRA Registered
Created At: 2025-09-23 10:18:49
Updated At: 2025-09-27 13:43:21

Editor Choice

Betterment IRA

Official Open Account

Betterment IRA

Automated retirement account with personalized advice

Title: Betterment IRA
Subtitle: Automated retirement account with personalized advice

Provider: Betterment
Plan Type: Roth IRA
Contribution Limit: 6000.00
Fees: 0.25% annual fee

Investment Options: Stocks, Bonds, ETFs, Automated portfolios
Tax Advantages: Tax-free growth, tax-free withdrawals in retirement
Min Balance: 0.00
Risk Profile: Balanced

Min Age: 18
Residency Requirement: US residents only
Employment Type: Full-time employees, self-employed
Eligibility Notes: Income limits apply

Management Fee: 0.25
Subscription Fee: 0.00
Free Tier: 1
Description: Betterment offers a Roth IRA with automated investing and personalized financial advice.

Pros: Automated investing, personalized advice
Cons: Annual fee applies
Faq: How to open a Betterment IRA?
Meta Title: Betterment IRA Overview

Meta Keywords: Betterment IRA, retirement account, 2025
Meta Description: Roth IRA with automated investing
Avg Return Rate: 7.5%
Withdrawal Rules: Penalty-free after 59.5 years

Retirement Tools: Automated investing tools, retirement calculators
Rating: 4.60
Regulatory Certifications: SEC Registered
Created At: 2025-09-23 10:18:49
Updated At: 2025-09-27 13:44:08

Editor Choice

Fidelity 401(k) Plan

Official Open Account

Fidelity 401(k) Plan

Comprehensive retirement savings plan

Title: Fidelity 401(k) Plan
Subtitle: Comprehensive retirement savings plan

Provider: Fidelity
Plan Type: 401(k)
Contribution Limit: 23000.00
Fees: 0.25% annual management fee

Investment Options: Mutual funds, ETFs, Stocks
Tax Advantages: Pre-tax contributions, tax-deferred growth
Min Balance: 1000.00
Risk Profile: Balanced

Min Age: 18
Residency Requirement: US residents only
Employment Type: Full-time employees, self-employed
Eligibility Notes: Employer-sponsored plan

Management Fee: 0.25
Subscription Fee: 0.00
Free Tier: 1
Description: Fidelity offers a robust 401(k) plan with a wide range of investment options and strong advisory support.

Pros: Low fees, extensive investment options
Cons: Limited to employer participation
Faq: How to enroll in a Fidelity 401(k) plan?
Meta Title: Fidelity 401(k) Plan Overview

Meta Keywords: Fidelity 401(k), retirement plan, 2025
Meta Description: Comprehensive 401(k) plan with low fees
Avg Return Rate: 7.5%
Withdrawal Rules: Penalty-free after 59.5 years

Retirement Tools: Contribution calculator, retirement planner
Rating: 4.60
Regulatory Certifications: NMLS Licensed
Created At: 0000-00-00 00:00:00
Updated At: 2025-09-27 13:42:41

Editor Choice

Charles Schwab Roth IRA

Official Open Account

Charles Schwab Roth IRA

Tax-free growth retirement account

Title: Charles Schwab Roth IRA
Subtitle: Tax-free growth retirement account

Provider: Charles Schwab
Plan Type: Roth IRA
Contribution Limit: 6000.00
Fees: No annual fees

Investment Options: Stocks, Bonds, ETFs, Mutual Funds
Tax Advantages: Tax-free growth, tax-free withdrawals in retirement
Min Balance: 0.00
Risk Profile: Aggressive

Min Age: 18
Residency Requirement: US residents only
Employment Type: Full-time employees, self-employed
Eligibility Notes: Income limits apply

Management Fee: 0.00
Subscription Fee: 0.00
Free Tier: 1
Description: Charles Schwab offers a Roth IRA with no annual fees and a wide range of investment options.

Pros: No annual fees, wide investment selection
Cons: Income limits for contributions
Faq: How to open a Charles Schwab Roth IRA?
Meta Title: Charles Schwab Roth IRA Overview

Meta Keywords: Charles Schwab Roth IRA, retirement account, 2025
Meta Description: Roth IRA with no annual fees
Avg Return Rate: 8.0%
Withdrawal Rules: Penalty-free after 59.5 years

Retirement Tools: Retirement planning tools, investment calculators
Rating: 4.70
Regulatory Certifications: FINRA Registered
Created At: 0000-00-00 00:00:00
Updated At: 2025-09-27 13:43:03