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Managed Retire

Your retirement, expertly managed

Open a Roth or Traditional IRA and let our experts build a target date portfolio that automatically shifts strategy as you approach retirement. You fund the account. Stash manages the portfolio over time.

No minimum balance required. Cancel anytime.

Earn a 3% match on every retirement contribution.14

That’s extra money toward your future, every time you contribute. Available with Stash+.

Why managed retire

A smarter way to plan for retirement

Stash's managed retirement accounts take the guesswork out of investing for your future.

Expert-managed target date portfolios

Our experts handle complex investment decisions to maximize long-term growth potential for your retirement.

Automated glide path

Your portfolio automatically shifts from higher-growth investments early on to preservation as you approach retirement.

Potential tax benefits

Saving for retirement can mean potential tax advantages. Choose a Roth or Traditional IRA based on your situation.4

Set it and forget it

You fund the account. Cash is auto-invested every trading day and your portfolio is rebalanced regularly.

Three simple steps

Get started in minutes

1

Choose your IRA

Select a Roth or Traditional IRA. We’ll help you understand which can work best for your situation.

2

Tell us your retirement age

Share your birth year and target retirement age. We’ll assign a target date portfolio matched to your timeline.

3

Fund the account

Set up recurring deposits or contribute on your schedule. We auto-invest and rebalance for you.

Good to know

Common questions

Take the stress out of planning for retirement

Let Stash do the work for you. Expert-managed portfolios that adjust automatically over time, so you can focus on living today.

Start Your Retirement Account