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Retirement Guidance at every stage of your life

No matter where you are in life, E*TRADE can help. Learn more by choosing where you are on the path to retirement.

  • Stay Focused on Your Retirement Goals

    You may have already started saving for retirement, but at this stage in your life, your financial situation and needs may be changing. You are busy working, you may have children or aging parents to support, and you may be saving for college. E*TRADE can help you keep your retirement plan on track.

    Advice When You Need It

    Get unbiased recommendations from our Financial Consultants whenever you need it. They can help you diversify your assets and uncover additional saving and investing opportunities. We'll help fine-tune your portfolio as your financial situation or the markets change. Call 1-877-921-2434 today.

    A Diversified and Managed Portfolio

    We know managing your portfolio can be challenging and time consuming. Learn more about the Managed Investment Solutions from E*TRADE Capital Management.3 Call us at 800-760-9036 or do it yourself online with our Online Portfolio Advisor.

    Mutual Fund Selections

    In this stage of your life, you may want to invest aggressively, moderately, or conservatively depending on your personal situation. Choose a category below, then see funds from leading fund families based on multiple quantitative and qualitative criteria that might meet your needs.3

    Superior Value Beyond Price

    Most studies conclude a withdrawal rate of 4-5% per year can provide income while helping your assets last. Speak with us to review common approaches for generating income in retirement, such as:

    • No annual IRA fees or account minimums
    • Complimentary Guidance
    • $9.99 or less stock & options trades
    • 1,300 no-load, no-transaction fee mutual funds5
    • 80 commission-free ETFs from leading providers6
    • $1 per bond trade with no markups7
  • Small Business Retirement Plans

    If you're self-employed or own a business, a small business retirement plan is a great way to invest for your financial future, get tax breaks for your business, and offer valuable benefits to your employees. Need help choosing a plan? Use our Small Business Plan selector tool or compare your options now

Get up to $600 when you open an IRA2

Plus 60 days of free trades for deposits of $10k or more

How It Works

OPEN AN IRA ROLL OVER A 401(k)
Get up to $600 cash credit for deposits or transfers made within 45 days of account open.
Deposit or Transfer
Receive
$25K - $99,999
$200
$100K - $249,999
$300
$250K and above
$600*
And open an account with $10,000 or more and receive free stock & options trades for 60 days once funds become available.
*Call us to see how you can qualify for more at 1-800-ETRADE-1