TradeUp - 2025 IRA Match
Get $210.00 if you complete $7,000.00 in deposits and maintain that balance for 365 days.Bonus offer is available starting May 1, 2025.
Bonus offer ends on Mar 31, 2026.
Note that this account has an account transfer or closeout fee of $50.00
Bonus Details: Clients who make new contributions to any eligible TradeUP retirement account will receive a 3% match on those contributions, up to the applicable IRS annual contribution limit. The IRA contribution limits set by the IRS for 2025 are:
$7,000 if you are under age 50, which means you can earn up to $210 extra.
$8,000 if you are age 50 or over, which means you can earn up to $240 on top of your contributions.
New contributions must remain in the account until the end of the year in order to be eligible for the cashback reward.
The match will be calculated based on the total eligible contributions made during the fiscal year. TradeUP will review contributions at the end of the fiscal year to ensure compliance with IRS limits before processing payouts.
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