Women live longer than men & our salaries grow differently. Ellevest looks at these factors, plus your unique financial profile, to customize your retirement portfolio.
We look at all of your retirement accounts — not just those with Ellevest — and recommend how much to save.
Instead of one giant number, Ellevest shows you how much money you’ll likely need annually during your retirement.
Adjust your recommended deposits, timeline and goal target if you want to live bigger or more modestly.
You won’t be taxed for transferring your IRA to Ellevest.
We won’t charge you any fees for the transfer.*
*You may incur transaction and transfer fees from your current IRA provider.
It only takes you a few minutes to start an IRA transfer online — and we’ll take it from there. We’ll reach out if we need anything else from you.
Customize your plan and click on the “Transfer IRA” button.
Provide details about yourself & the IRA account you’re transferring.
Review your Ellevest IRA portfolio & confirm the transfer.