Retirement Isn’t One‑Size‑Fits‑All
Women live longer than men & our salaries grow differently. Ellevest looks at these factors, plus your unique financial profile, to customize your retirement portfolio.
Rethink RetirementGet Started
Big Picture Planning
We look at all of your retirement accounts — not just those with Ellevest — and recommend how much to save.
What’s Your Number?
Instead of one giant number, Ellevest shows you how much money you’ll likely need annually during your retirement.
Make It Work For You
Adjust your recommended deposits, timeline and goal target if you want to live bigger or more modestly.
Security & Fees
No Taxes, No Transfer Fees
You won’t be taxed for transferring your IRA to Ellevest.
We won’t charge you any fees for the transfer.*
*You may incur transaction and transfer fees from your current IRA provider.
Transfers Made Simple
Forget about paperwork. It only takes you a few minutes to start an IRA transfer online — then we’ll take it from there. We’ll reach out if we need anything else from you.
1. Create an investment plan
Choose a retirement goal & click on the “Transfer IRA” button.
2. Set up your account
Provide details about yourself & your outside traditional or Roth IRA.
3. Review & confirm
Review your Ellevest IRA portfolio & confirm the transfer.