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ROBOADVISOR

Investing and portfolio allotment based on your personalized risk profile

How it works

01

Take a short quiz

There are 11 questions and answering them all should take less than 5 minutes.

02

Our proprietary methods will determine your risk tolerance

We have a highly efficient and accurate prediction system based on mathematical principles.

03

Start growing your wealth

Our system will open a brokerage account in your name and begin allocating funds. A regular deposit will occur at the frequency of your choosing.

Individual Retirement Accounts

IRAs allow you to make tax deferred investments to provide financial security when you retire.

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Traditional IRA

A traditional IRA is a way to save for retirement that gives you tax advantages.

Contributions you make to a traditional IRA may be fully or partially deductible, depending on your circumstances, and amounts in your traditional IRA (including earnings and gains) are not taxed until distributed.

  • Setting up an IRA
  • Contributing to an IRA
  • Transferring money or property to and from an IRA
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Roth IRA

A Roth IRA is an IRA that. except as explained below, is subject to the rules that apply to a traditional IRA.

You cannot deduct contributions to a Roth IRA. If you satisfy the requirements, qualified distributions are tax-free. You can make contributions to your Roth IRA after you reach age 70 ½.

  • Setting up an IRA
  • Contributing to an IRA
  • Transferring money or property to and from an IRA
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Past performance is not indicative of future results. Remember, there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investment strategies discussed in this article) will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Remember to always speak with your individual advisor before making any investment decisions.