About Us
IRABridge has contracted with [Financial Soundings] to provide investment advice for your IRA at NO ADDITIONAL COST.
As an additional free service to you, [Financial Soundings] also offers unlimited access to their Retirement Readiness Portal where you can tailor the advice recommendation to fit your personal situation.
After logging into the IRABridge portal, click on the Manage heading followed by the link to Change Investment Strategy. From here you will see the option to Personalize My Investment Advice where you will be sent over to the [Financial Soundings] Retirement Readiness Portal.
While it’s no secret that reaching any goal is made easier with a formal plan, many people never get around to making one because of the time, effort, and costs involved. By eliminating each of these obstacles, [Financial Soundings] helps Americans make their aspirations a reality.
[Financial Soundings] was founded to make unbiased financial services-previously available only through financial advisorsaccessible and affordable for all Americans. What makes us unique is not only the ease-of-use of our programs, but also their unprecedented level of customization. We simply don’t believe in the status quo “one size fits all” approach.
Regardless of your age, income, or marital status, we’re here to help you find solutions to some of today’s most pressing retirement concerns.
With proper planning, the goals you have today can be within your reach tomorrow. Thank you for giving us this opportunity to help you make them happen!
For more information: [To get the Financial Soundings Disclosure Brochure, Code of Ethics, Privacy Policy, or other documents, visit their website at FinancialSoundings.com, email them at info@financialsoundings.com, phone them at 678.393.8222, or send your request to them at 1121 Alderman Drive, Suite 205, Alpharetta, GA 30005-5471. Information about us is also available on the Internet at adviserinfo.sec.gov.]
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For more than 40 years, we’ve been passionate about achieving better results for our clients.
FREQUENTLY ASKED QUESTIONS
FAQ
For more than 40 years, we’ve been passionate about achieving better results for our clients.
To open an account, click on the Get Started link and/or follow the instructions to enter the requested information.
Simply:
- Enter identifying information;
- Enter beneficiary information (you will need Social Security numbers, addresses, and dates of birth for beneficiaries)
or you can skip this section and enter it at another time; - Identify where the money is coming from to fund the account;
- Customize your account security information.
You will then be prompted to log into your account and electronically sign account documents.
Once money arrives in your account, you will be sent an email prompting you to login and customize your investments.
The type of account you open depends on a number of factors. If you are moving funds from an existing IRA to an IRABridge, you will want to select the same type of IRA. For example, if you are moving funds from a Traditional IRA, you should open a Traditional IRA and a Roth IRA should go to a Roth IRA.
If you are moving monies from a retirement plan like a 401(k) plan, if the entire balance was a result of your and/or your employer’s pre-tax contributions (your taxable wages are reduced and/or the employer made contributions for your benefit into the account such as a matching contribution), you should open a Traditional IRA. However, if your contributions were made after-tax (no reduction to your taxable income) in a Roth source, you will need to open a Roth IRA. If the employer also made contributions into your account, you will need to open a separate Traditional IRA or work with your employer to
convert those employer contributions to a Roth so that you can move all funds into one Roth account with us.
This is an important, complex question. You may want to contact your tax advisor for clarification.
When your money arrives, it’s invested in [an age-based portfolio created for you by [Financial Soundings], for no additional fee], and you are prompted by email to login to your account and review your initial allocation. If you want to make changes to that allocation, go to the Manage tab and select Change Investment Strategy. You then have the option to choose between:
- x Ongoing Professional Advice – Receive customized advice on your portfolio by clicking on the Get Advice icon which
will direct you to the [Financial Soundings] advice engine. At the end of that process, you can either accept or reject
the advice. If you accept the advice, your account will automatically be rebalanced to the new allocation; - Do-It-Yourself – Select your own allocation from the funds available in the [ABC IRA Program]. You can change it as
often as you like, at no additional charge, by clicking on the I will choose my own allocation icon.
We recommend you log into your account periodically to review your investment allocation, ensuring you stay on track to meet your goals.
Note: There are no additional fees for changing your allocation [or utilizing the online advice application].
You can access your account securely online 24 hours a day, 7 days a week by logging in with the Username and Password you established when creating the account.
All you need to do is go to the login screen and click on the forgot username/password link, and your username and a new password will be sent to your email address.
Absolutely. To add to your account simply log in, select the Manage tab and then select Make a Contribution. From there, just follow the instructions. That contribution can be a transfer from another IRA, a rollover from a retirement account or come directly from your own bank account.
It is best to select a beneficiary(ies) as soon as possible, knowing you can always make changes. By designating a beneficiary(ies), upon your death your IRA will be immediately controlled by that beneficiary(ies). If a beneficiary is not designated, still alive or if we cannot locate any of the named beneficiaries after reasonable search the account will be paid in the following order of priority (i) surviving spouse; (ii) children, including adopted children in equal shares (and if a child is not living, that child’s share will be distributed to that child’s living descendants; (iii) surviving parents, in equal shares; or (iv) estate. Note that the beneficiary(ies) or executrix or executor of the estate will be required to provide a copy of a death certificate to start the process.
You always have full control of your account. However, if you choose to withdraw funds from your account or another qualified retirement account you may be subject to taxation and potential penalties. The easiest way to exercise any of your withdrawal options is to log into your account, go to Manage and select Withdraw Funds. You then complete and eSign an online distribution request.
Note that upon completion of the process, funds may take up to 10 business days to arrive at your requested location.
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