Roth IRA Setup in 5 Minutes

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Roth IRA Setup in 5 Minutes

Setting up your Roth IRA is super easy. You can complete the online application at any custodian:

The Problem

While it is super easy to set up your Roth IRA, you will still need to decide how to invest the funds that you put into your new account. If you’re just getting started with your Roth IRA, it might make sense to work with a Financial Advisor. Yes, you will pay an advisory fee for the services you receive from the Financial Advisory firm, but if your account is small, the fee will likely be very small. So, most Financial Advisors would prefer that you do it yourself.

At BayRock, we’ve made it easy for new clients to set up and fund their Roth IRA using Schwab’s Intelligent Portfolio Management.

Here are the instructions for setting up your new Roth IRA with BayRock Financial at Charles Schwab in 5 Minutes or so…

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BayRock New Account Set Up Link

You’ll need this Program Key: XZY1 I set up a Roth IRA for mysel using my iPad, and it took less than 5 minutes to complete the entire process. Here’s the blog post and YouTube Video Tutorial I made to Open Your Roth IRA in under 5 Minutes:

This link will take you to the Charles Schwab Get Started page. (It will also point you to the App Store if you’d prefer to use a mobile app.)

If you get stuck, feel free to call me on me at 832-895-1700 or send an email to [email protected].

Once you’re done setting up your new account, you can either send a check directly to Charles Schwab or have the funds transferred from your bank, brokerage account, or custodian.

I’ll help you get your account funded AFTER YOU GET YOUR NEW ACCOUNT SET UP.

Just start with this link and be sure to use Program Code XZY1

Please let me know once you have your new account number(s).

Thanks for your trust – and your business.

Jim

 

 

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IMPORTANT DISCLOSURE:

Investment Advice and Financial Planning are offered through BayRock Financial, L.L.C., a Registered Investment Advisor. BayRock does not provide tax or legal advice. The information presented here is not specific to any individual’s personal financial circumstances. To the extent that this material concerns tax matters or legal issues, it is not intended to be used, and cannot be used, by any investor or taxpayer for the purpose of avoiding penalties that may be imposed by law. Each investor should seek independent advice from a tax professional based on his or her individual circumstances. These materials are provided for general information and educational purposes only. This content is based on publicly available information from sources believed to be reliable. BayRock Financial, L.L.C. cannot assure the accuracy or completeness of these materials and this information can change at any time and without notice. Use this material only as general guide to further discussion with your Certified Financial Planner™ professional and/or other Financial Advisor(s).