Knowing the type of retirement plan you currently have is an important first step in rolling a plan over to an Ellevest Traditional IRA or Roth IRA.
Traditional (pre-tax) funds will need to be rolled over into a Traditional IRA, and Roth (post-tax) funds will need to be rolled over into a Roth IRA. If your plan has both Roth and traditional funds, you can roll that account over, too. For more info about how to start a mixed rollover, click here.
How can I tell what type of Ellevest retirement account I have?
Find your retirement account type by following these steps:
- Log into your Ellevest dashboard
- Click the User Menu in the top-right corner
- Select Accounts
- Across the top of the page, you'll see your different account types.