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Checklist of IRA Match Bonus Gives

Checklist of IRA Match Bonus Gives


We’ve been seeing an increasing number of funding and retirement account match gives, and particularly IRA matches. These are for matches as much as the authorized restrict which is $6,500 for 2023 and $7,000 for 2024. These ages 50 or older can contribute $1,000 extra annually.

Listed below are a couple of we’ve seen:

  1. SoFi 2% match. (DoC hyperlink | Direct Hyperlink) Legitimate via April 15, 2024. You’ll have to preserve the IRA contribution with SoFi for not less than 2 years to be able to preserve the bonus.
  2. Robinhood 1-3% match. (DoC hyperlink | Direct Hyperlink) This can be a public provide. It’s 1% for anybody and three% for these with Robinhood Gold (prices $5/month). There’s a 5-year maintain interval.
  3. WeBull 3.5% match. Test the Promotion Heart within the WeBull app for this promo. It’s additionally displaying on referral hyperlinks; tell us in the event you discover a public hyperlink. (No referral hyperlinks within the feedback beneath.) That is paid out in 20% increments over 5 years, and have to be held for the total 5 years to any of it.
  4. Please tell us of any others.

If I’m not mistaken, the SoFi and Robinhood matches are paid into the IRA, whereas the WeBull provide is paid into the linked brokerage account.



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