Skip to main content

When will I receive the IRA match?

Published

You’ll receive the full value of your IRA match on or around 12/31/24. This match will be deposited in proportional amounts to your net contributions into your Roth and Traditional IRA accounts during the offer period.

EX: 

  1. If you only contribute $7,000 to your Roth IRA only, you will receive $70, or $210 if you are enrolled in the Premium match, in the Roth IRA
  2. If you contribute $3,500 to your Roth IRA and $3,500 to your Traditional IRA, you will receive $35, or $105 if you are enrolled in the Premium match, in each IRA account
  3. If you contribute $3,500 to your Roth IRA and $3,500 to your Traditional IRA, and recharacterize those Roth contributions to your Traditional during the offer period, you will receive $70, or $210 if you are enrolled in the Premium match, in your Traditional IRA