[This post is written and copyrighted by FIRE Finance (http://firefinance.blogspot.com).]
Etrade is offering attractive bonuses for 401(k) and IRA rollovers with the selling pitch, "Etrade + 401(k) makes investment for retirement easy." This deal offers bonuses up to $500 for rolling over your funds to an Etrades securities IRA.Highlights
Details of the bonus for deposits of new funds is shown in the figure on the right. Please click it to get more details about rolling over to Etrade.
- Expires: Aug 31, 2007
- No IRA account minimums and no annual fees when you choose to receive electronic statements and confirms.
- If you choose paper delivery of these documents, you will be subject to a $25 annual custodial fee unless the total assets in your linked E*TRADE Bank and E*TRADE Securities brokerage accounts are $25,000 or more. Other fees may apply.
- More than 7,000 mutual funds, many with no-loads and no-transaction fees, and Etrade's exclusive All-Star list of mutual funds.
- To discourage short-term trading, E*TRADE Securities will charge an Early Redemption Fee of $49.99 on redemptions or exchanges of no-load, no-transaction fee funds that are held less than 90 days.
- Direxon, ProFunds and Rydex mutual funds will not be subject to the Early Redemption Fee.
- All fees and expenses as described in the fund's prospectus still apply.
- Seven independent sources of research, screeners and online tools that make investing easy, including Etrade's new Portfolio Analyzer and online asset allocation advice.
- Credit Suisse research is available to customers who meet the minimum criteria of $100,000 or more in combined assets in E*TRADE Securities accounts (or in combined E*TRADE Securities and E*TRADE Bank accounts).
