AgentRisk now supports IRAs
For the past few weeks we have been quietly working on a couple of very exciting new features in our product. These features are a direct result of customer feedback and we are really excited to share them with you!
We now support IRAs 🎉
You can now have your IRA (Individual Retirement Account) managed on the AgentRisk platform, just like your current taxable account. An IRA is a great addition to your investment portfolio that comes with many tax benefits.
We take care of every part of the process of moving your existing IRA to AgentRisk. Moving an IRA does not trigger a tax event and does not count as an IRA withdrawal, so there’s nothing to worry about here.
Once your IRA has been moved into AgentRisk, we will automatically start managing it for you. Once the transfer is complete ,you will be able to see performance, portfolio allocation, transactions, and other details on your dashboard.
If you don’t currently have an IRA you can open a new one, either by doing a 401(k) rollover or by funding it yourself (up to the maximum allowed annual contribution limit).
Support for multiple accounts
In order to enable IRAs on the platform, we also added support for multiple accounts. This means that you can now have more than one accounts on AgentRisk, and access all of them on the same dashboard and easily switch between accounts.
Each account has its own portfolio allocation and investment strategy. This means that you can have one account targeted for growth and another one that’s more conservative, all on the same dashboard.
This feature is already available on the AgentRisk web dashboard. We will be adding support for multiple accounts to our mobile app by the end of 2019.
