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When to do an IRA rollover?

Simplify your life with Finhabits. Learn more about our Traditional IRAs here >

When you switch jobs and can't (or don't want to) transfer your savings to your new employer-sponsored plan

When you have multiple retirement savings accounts (401k or Traditional IRAs) and want to consolidate them

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You don't need to be an expert to invest your money successfully. Finhabits does that for you.

Follow these 3 easy steps:

1

Open a new Finhabits Traditional IRA

If you already have one, you’re ready for the next step

2

Contact your old provider(s)

Tell them you want to make a direct rollover to a Finhabits IRA

3

Talk to a Finhabits agent

Let us know if you have any questions. We’re here to help!

Download Finhabits

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You don't need to be an expert to invest your money successfully. Finhabits does it for you.

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Security is everything

We manage your data with the same care as a bank.

There’s nothing more important to us than keeping your money and personal information safe and sound.

 

Finhabits is an SEC-registered investment advisor. With Finhabits, you can count on bank-level security that includes a 265-bit SSL-encrypted connection on our site.

 

And you can rest easy, since your money is held in accounts insured up to $500,000 by SIPC.

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More than 80,000 people have already invested with Finhabits!

Our services include:

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Automated deposits

Finhabits lets you schedule weekly, biweekly, or monthly deposits. You can start with $10, $100, or $1,000. You decide!

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Bilingual mobile app

Use Finhabits to monitor your investment accounts and manage your deposits and withdrawals.

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Dividend reinvestment

All the dividends you earn are reinvested to purchase more shares. This helps accelerate the power of long-term compounding in your investments.

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Educational videos and podcasts

Learning about money and financial habits can be difficult. That’s why the Finhabits app includes educational videos and podcasts about building good financial habits.

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Portfolio rebalancing

Finhabits rebalances your portfolio regularly to ensure an appropriate asset mix for your investments.

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Bilingual support

Our team is based in the U.S. and is ready to help you in both English and Spanish!

Frequently asked questions

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If you've scrolled this far, it's because you care about your future

Invest your money with a real strategy
Take the first step today.

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