Our most frequently asked questions
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.

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

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.

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.

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.

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

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.

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.

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.
4.6 on Trustpilot
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
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
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.
4.6 on Trustpilot
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
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
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
Aug 3, 2023
Eric Schwartz
Eric Schwarz is wonderful!
Karen
Jun 15, 2023
My experience with McKayla at Retirable…
My experience with McKayla at Retirable was extremely positive. She is a great listener to my financial concerns and questions. She is very personable and easy to work with. I never felt rushed. She is very organized. She is prompt at returning messages. She had all of my prep work prepared when she contacted me. I would highly recommend McKayla at Retirable!
Dean
Jun 12, 2023
advisor was patient
advisor was patient; explained the process and guided me through technical parts; didn't feel pressured to make a decision; appreciated insights offered.
Margaret
Jun 1, 2023
Knowledge is powerful
When I began searching for help with my small investments, I was connected with Retirable and McKayla. She connected with me on a level of "caring" about what was important to me. There was never any pressure or "have to do's"quickly without any thought on my part. She is a person you can feel comfortable with. So women, if you are looking for financial services, and you hate the pressure of "just do as I tell you," ask for McKayla.
MARGIE WILKINS
May 11, 2023
Moving a 401(k) by yourself can be very…
Moving a 401(k) by yourself can be very hard when you don't understand the process. The Retirable team made it very easy. I wish I had met them a few years ago when I attempted to transition my 401(k) to a simpler plan. Now that it is done I am extremely happy.
Kevin
May 11, 2023
Quality Advisor
Nick, my advisor, taught me to think ‘make your money work for you.’ Maybe that is obvious to many. To me it was a new perspective. Nick’s sharing this perspective, the time and attention he took to help me understand the process, all went a long way to helping me feel as safe as it is possible to feel in this oh so volatile world.
Sharon
Apr 28, 2023
Harrison is very thorough and checks in…
Harrison is very thorough and checks in often. He has been a wealth of knowledge, and available whenever we have needed clarification or additional information.
Melissa
Apr 8, 2023
Harrison has made this all so easy and…
Harrison has made this all so easy and I had no idea that was possible.
Linda C
Mar 31, 2023
Harrison answered so many questions, friendly and just super
Harrison has simplified a big financial inheritance for me. He set up a plan and, as I am retired, some things were different than for someone still working. He spent time going over the plan and answered many questions. Cannot thank him enough for the great experience
Linda C
Mar 24, 2023
My experience has been supportive and…
My experience has been supportive and what feels genuine in a time of trials and tribulations in the banking industry. The staff has been attentive and available to answer any questions.
Alison
Mar 24, 2023
Our experience with Retirable has been, so far, very positive
Our experience with Retirable has been somewhat limited, but so far very positive. The individual with whom we have been dealing, Harrison, has been professional yet personable, and has seemed truly interested in helping us achieve our financial goals. Although we are in the very early stages of our relationship with Retirable, Harrison has been very attentive to our needs, and very good about following up with us. If our experience continues to be as positive as it has been to date, we will be extremely pleased.
Don Kutch
Mar 16, 2023
Nick Mancuso
Working with Nick is like working with family - he is a true fiduciary. My wife and I look forward to a long relationship.
Peter Konrad
Mar 14, 2023
Patient Advisors
Working with Retirable has been a pleasure. The concept of the organization, and philosophy is admirable. Thank you for being there to help the less than super rich plan for the future and take the worry out of retirement!
Deborah
Mar 3, 2023
Representative response is terrific.
Representative response is terrific.
Clara
Feb 27, 2023
Along with you Step by Step
All the people I dealt with were extremely helpful and knowledgeable and helped me in my experience step by stgep
Jane
Feb 17, 2023
Highly recommend!
We appreciate the dedication, professionalism, and integrity of Harrison and the rest of the team at Retirable. We feel like they are watching out for us in what could be a taunting world of envisioning a safe and secure retirement.
Victoria
Feb 16, 2023
Good teamwork and gave me a positive feeling
I chose Reliable because of its positive reviews, but it was speaking with my advisors Adrian and Harrison that convinced me that I made the right choice. Both were extremely receptive to my particular needs and fears and walked me through every step of the process. They answered my questions and assured me that they will be with me every step of the way. I've been with them a week and already had three meetings with them and have more planned. ALl-in-all I feel very positive about this relationship.
Harriet