Fast Forward to Retirement
We make it easy to open a Traditional, Roth or SEP IRA. And you don’t have to be a Wall Street whiz to manage it. We’ll recommend a tailored-fit portfolio after you answer our risk-based retirement questionnaire.
Start planning for those once a day golf outings now. You’ll be all smiles later.
Account types that you can open:
FORWARD your 401(k) or IRA to Mudani
Quit your job and don’t know what to do with your 401K check? Have an existing IRA? Roll it over to Mudani and we’ll manage it FREE for the first 3 months! (Funding min of $5,000).
Mudani offers flexible plans for Traditional IRA’s, ROTH IRA’s, Rollover IRA’s, & 401(K) Rollovers. Reduced fee IRA accounts (0.20% AUM) are included in the Mudani Digital+ and Mudani PWM plans. If Mudani Digital subscribers would like to open or add an IRA account, they will have the normal 0.25% AUM fee.