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Be your own investor again. You’re only 10 minutes away.
Blueprint your retirement approach, regardless of how close or far away you may be. Determine your savings needs, find your best-fit product, and maximize your employer’s plan.
Have a specific 401k goal in mind, but don’t know if you’re on-track? Build discipline and insight by adjusting your strategy based on timeframe, employer match, contribution amount, expected rate of return, and more.
What type of 401k should you choose? Compare simulated results between a Traditional 401k and Roth 401k by taking account current age vs. planned retirement age, current tax rate vs. retirement tax rate, and more.
Curious about how much you’ll need to retire comfortably? Find opportunities to personalize your approach by considering life expectancy, retirement age, current savings, expected rate of return, and more.
Set up a retirement account with Managed Portfolios, our automated investing platform tailored to your preferences. Or do it yourself with a Self-Directed Trading IRA.
Consider a Rollover IRA to manage all your investments in one place. Consolidate your old 401(k)s or 403(b)s into a single account.
We make it easy! To set up an IRA account with Axos Invest Managed Portfolios, choose Create Your Retirement Goal or
Open an Account. During your account setup, you will be asked to select an option. To set up an IRA account, choose
Retirement as a goal, and select an account type after you enter your expected retirement age and the amount you expect
to spend per year in retirement.
To set up an IRA account with Axos Invest Self-Direct Trading, choose Open a Roth IRA or Open a Traditional IRA.
It’s straightforward, and we’ll guide you through each step. To start the process of rolling over your qualified plan retirement account to an Axos Invest IRA, please send us a secure message.
See how we stack up against the competition!* We don’t charge a maintenance fee for your Axos Invest Self-Directed Trading Account. Axos Invest Managed Portfolios IRA accounts are subject to a 0.24% annual advisory fee. All Axos Invest IRA accounts are subject to a $40 annual custodial fee, a termination fee of $50 per plan, and a $75 fee per transfer.
Even when divorce is the right decision, it’s still disruptive. For example, there’s a good chance that you and your ex planned to share retirement expenses and combine your savings. But the divorce divided your retirement funds, and not necessarily 50/50. Now, you’re facing retirement with only a portion of the funds you expected.