When you initiate an IRA transfer into your Ellevest Digital, Premium or membership account, we ask you to estimate the balance. We use this information to create your recommended portfolio and factor it into your retirement forecast. Estimates are fine, but the more accurate you can be, the better.
Interested in learning more? Connect with one of our CERTIFIED FINANCIAL PLANNER™ professionals for a complimentary consultation at a time that works best for your schedule. We only need 15 minutes of your time to talk through some of your priorities, financial goals, and money-related questions.
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