Navegó a una página que no está disponible en español en este momento. Seleccione el enlace si desea ver otro contenido en español.

Página principal

Choose the WellsTrade® IRA That Best Meets Your Needs

You can fund your WellsTrade Traditional or Roth Individual Retirement Account (IRA) through regular contributions, employer plan rollovers, or transfers from other IRAs.

Traditional IRA
Learn More

Roth IRA
Learn More

Contributions. Annual contributions to a Traditional IRA may be tax-deductible, and earnings grow tax-deferred until withdrawn.

Rollovers*. Traditional IRAs accept rollovers of pre-tax assets from qualified employer plans like 401(k), 403(b), or 457 plans.

Transfers. Traditional IRAs accept transfers of other Traditional IRA assets.

Contributions. Annual contributions to a Roth IRA are not tax-deductible, but earnings grow tax-deferred and may be tax-free when withdrawn.

Rollovers*. Roth IRAs accept rollovers of post-tax assets from qualified employer plans like Roth 401(k), Roth 403(b), or Roth 457 plans.

Transfers. Roth IRAs accept transfers of other Roth IRA assets.

Conversions. Assets can be converted from a Traditional IRA or a pre-tax qualified employer plan.

Open a Traditional IRA

Open a Roth IRA

*Please keep in mind that rolling over assets to an IRA is just one of multiple options for your retirement plan. Each option has different advantages, disadvantages, investment options, and fees and expenses which should be understood and carefully considered. Investing and maintaining assets in an IRA will generally involve higher costs than those associated with employer-sponsored retirement plans. We recommend you consult with your current plan administrator before making any decisions regarding your retirement assets.