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Learning, Sharing, and Teaching => Ask a Mustachian => Topic started by: Gin1984 on February 01, 2015, 07:34:51 PM

Title: Anyone know of any bonuses for opening a IRA?
Post by: Gin1984 on February 01, 2015, 07:34:51 PM
I'll only have $5400 to deposit because my husband already put $100 in a Roth.
Title: Re: Anyone know of any bonuses for opening a IRA?
Post by: caliq on February 01, 2015, 07:42:40 PM
Unless your husband put $100 in a Roth in your name, you can each have your own IRA with $5500 in it.
Title: Re: Anyone know of any bonuses for opening a IRA?
Post by: Gin1984 on February 01, 2015, 07:45:44 PM
Unless your husband put $100 in a Roth in your name, you can each have your own IRA with $5500 in it.
Sorry this is for his account.  I already am maxing mine.
Title: Re: Anyone know of any bonuses for opening a IRA?
Post by: Gin1984 on February 01, 2015, 08:03:31 PM
Merill Edge has a promotion but it requires a minimum investment of $20,000: http://www.merrilledge.com/cmaoffer (note: this is not an affiliate link; it's just the normal link for the promotion)

You can satisfy this by rolling over funds you have in another IRA or 401(k).
His only other retirement money is locked up with his employer.
Title: Re: Anyone know of any bonuses for opening a IRA?
Post by: Will on February 01, 2015, 09:18:02 PM
Sharebuilder will give you $50 if you deposit $5000.  Better than nothing, I suppose.

 HOW THE BONUS WORKS

You have two steps to qualify for your cash bonus. First, open a new ShareBuilder Individual Retirement Account (IRA) using promo code MC505KIRA by the promotion expiration date: 12/31/2015. You must have a U.S. Tax I.D. (Social Security number) to open a Capital One Investing, LLC, account. Second, deposit $5,000 in cash by 1/29/2016. Transfers from a Capital One 360® IRA do not qualify. This promotion is not valid with any other promotion and is non-transferable. Limit one ShareBuilder bonus per customer.