Managed Retire - Stash | Expert-Managed Retirement Investing | Stash
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+.
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.
Get started in minutes
Choose your IRA
Select a Roth or Traditional IRA. We’ll help you understand which can work best for your situation.Tell us your retirement age
Share your birth year and target retirement age. We’ll assign a target date portfolio matched to your timeline.Fund the account
Set up recurring deposits or contribute on your schedule. We auto-invest and rebalance for you.
Common questions
What is a managed retirement portfolio?
What does it cost?
Roth or Traditional — which is right for me?
Can I switch to self-directed later?
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.