Wills, Trusts & Estates Prof Blog
IRA Match Program
In an attempt to entice new customers, Fidelity has begun offering contribution matching for customers that transfer an existing IRA to Fidelity. The incentive program works by matching a percentage of the account contributions made for the three years after the account is transferred. The percentage depends on the amount in the account when it is transferred.
See Ashlea Ebeling, A New Reason to Fund an IRA: The IRA Match, Forbes, Feb. 26, 2015.
Special thanks to Jim Hillhouse (Professional Legal Marketing (PLM, Inc.)) for bringing this article to my attention.
Originally published at willstrustsestates.lawprofessorsblogs.com
Citation
Gerry W. Beyer, IRA Match Program, Wills, Trusts & Estates Prof Blog (February 28, 2015) [The Library at LexBlog, LEX-WK-SZZE8R90, lexpid.org/SZZE8R90]
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