Our most frequently asked questions

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About Retirable

Retirement Paycheck

Advice

Investment Strategy

Security

Do you have a mobile app?


Is Retirable another robo-advisor?


What are your hours?


Is Retirable licensed?


Who’s behind Retirable?


What’s retirement decumulation, exactly?


What’s Retirable’s mission?


Who is Retirable for?


Where can I find your SEC registration?


Where is Retirable located?


How does Retirable make money?

Let's build the retirement you've earned.

Getting started is easy and we'll be there to provide the guidance you need, every step of the way.

step1
Meet your dedicated advisor.

We'll review your savings, Social Security and other income sources, while gaining a greater understanding of your goals and needs.

step1
Create your customized plan.

We'll work with you to create an investment strategy and spending plan that ensures your savings will last, while allowing you to spend with confidence.

step1
Establish your monthly income.

Next, we'll simplify your savings into one or more Retirable IRAs where we can apply our retirement-specific tax strategies, investment allocations, and spending guidance.

step1
Spend with peace of mind.

Need to make a withdrawal? We'll show you what's safe to take out and adjust your plan in real-time based on what you choose. And while you're busy living life, we'll make sure all your investments stay on track.

Our most frequently asked questions

We’re here to help

Do you have a mobile app?


Is Retirable another robo-advisor?


What are your hours?


Is Retirable licensed?


Who’s behind Retirable?


What’s retirement decumulation, exactly?


What’s Retirable’s mission?


Who is Retirable for?


Where can I find your SEC registration?


Where is Retirable located?


How does Retirable make money?

Let's build the retirement you've earned.

Getting started is easy and we'll be there to provide the guidance you need, every step of the way.

step1
Meet your dedicated advisor.

We'll review your savings, Social Security and other income sources, while gaining a greater understanding of your goals and needs.

step1
Create your customized plan.

We'll work with you to create an investment strategy and spending plan that ensures your savings will last, while allowing you to spend with confidence.

step1
Establish your monthly income.

Next, we'll simplify your savings into one or more Retirable IRAs where we can apply our retirement-specific tax strategies, investment allocations, and spending guidance.

step1
Spend with peace of mind.

Need to make a withdrawal? We'll show you what's safe to take out and adjust your plan in real-time based on what you choose. And while you're busy living life, we'll make sure all your investments stay on track.

We've helped over 50,000 people just like you.

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4.6 on Trustpilot

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Aug 30, 2023

Great Option!

As a freshly minted retiree, Retirable suits my needs perfectly. There was definitely frustration getting funds transferred, but this had everything to do with the senders and the post office. Retirable helped navigate with ease. Love the interest-bearing savings account with linked debit card! Also a fan of the ZOOM meetings from the standpoint of convenience and, in light of our recent experience with the pandemic, physical safety. Harrison Schaefer is my advisor. Highly recommend.

Chris

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Aug 16, 2023

Retirable is good so far

Retirable is good so far. Perhaps it would have been better if I had been asked to intervene in the changeover sooner.

Adona

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Aug 13, 2023

Honestly

Honestly, it is not the what, as good as I now believe this company is, it is definitely the who that has made my experience with Retirable a great experience. My advisor is Eric Schwartz. From the first contact his approach was open, not at all pushy, approachable and informative. Very different from previous experiences with other companies where I felt I was being handled. He has always explained each step in the process to me, checked to confirm my understanding but never became impatient if I needed something explained more than once and once again for clarity. My doubts ... Read More

Katie

Read all reviews

We've helped over 50,000 people just like you.

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4.6 on Trustpilot

Start getting your money ready for retirement.

From greater peace of mind to ongoing care, we're ready to lend a hand.

Start getting your money ready for retirement.

From greater peace of mind to ongoing care, we're ready to lend a hand.

Legal

Retirable, Inc. ('Retirable') is an SEC registered investment advisor. By using this website, you accept our Terms and Conditions and Privacy Policy. Retirable provides holistic retirement planning services, which are available only to residents of the United States. You must be at least 18 years of age to become a Retirable Premium user. Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities.

Investing involves risk and past performance is not indicative of future results. Increased spending increases the risk of depleting your savings and performance is not guaranteed. It is very important to do your own analysis before making any decisions based on your own personal circumstances.

For more information, see our Form ADV Part II and other disclosures.

Retirable is a financial technology company and is not a bank. Banking services provided by Blue Ridge Bank N.A.; Member FDIC. The Retirable Visa® Debit Card is issued by Blue Ridge Bank N.A. pursuant to a license from Visa U.S.A. Inc. and may be used everywhere Visa debit cards are accepted. Your funds are FDIC insured up to $250,000 through Blue Ridge Bank, N.A; Member FDIC.

© 2022 Retirable Inc. All rights reserved.

We're accredited and certified by

Legal

Retirable, Inc. ('Retirable') is an SEC registered investment advisor. By using this website, you accept our Terms and Conditions and Privacy Policy. Retirable provides holistic retirement planning services, which are available only to residents of the United States. You must be at least 18 years of age to become a Retirable Premium user. Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities.

Investing involves risk and past performance is not indicative of future results. Increased spending increases the risk of depleting your savings and performance is not guaranteed. It is very important to do your own analysis before making any decisions based on your own personal circumstances.

For more information, see our Form ADV Part II and other disclosures.

Retirable is a financial technology company and is not a bank. Banking services provided by Blue Ridge Bank N.A.; Member FDIC. The Retirable Visa® Debit Card is issued by Blue Ridge Bank N.A. pursuant to a license from Visa U.S.A. Inc. and may be used everywhere Visa debit cards are accepted. Your funds are FDIC insured up to $250,000 through Blue Ridge Bank, N.A; Member FDIC.

© 2022 Retirable Inc. All rights reserved.

We're accredited and certified by