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Is your old 401(k) costing you?

Don’t let high 401(k) fees drain your savings. Rolling over a high-cost 401(k) to a Spiral Holdings Trade IRA could mean lower fees and minimize tax impact across Spiral Holdings Trade accounts.

Start a rollover
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What we're about Make the most of your retirement savings.

Spiral Holdings Trade is a modern solution to an age-old problem: how to save for a better retirement?

Are you on track for the retirement you deserve?

A retirement goal that is on track for a target of $850,000, in May of 2050.

  • Low, transparent fees.

    A fraction of the cost of typical 401(k) providers. 

  • Licensed experts.

    Get advice aligned with your best interests. 

  • Diversified portfolio.

    Personalized to take on your desired level of risk.

  • Tax-smart tools.

    Designed to maximize client returns.

QUICK AND SIMPLE TRANSFERS We do everything we can to help make rolling over easy.

We’re here for you. For many providers, IRA transfers at Spiral Holdings Trade are automated and can be initiated almost instantly. For other providers, we'll work with you to help complete the transfer.

Start a rollover
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OUR COMMITMENT Advice you can trust.

As your online financial advisor, we always have your best interests in mind. We don't get commissions for recommending funds, and we don't have funds of our own. That means we do what we believe is right for you. If you ever feel we’ve missed the mark, let us know. We’ll work to make it right.

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Save your savings from high fees. Roll over today.

Start a rollover