We’re here to help you retire with more.

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What You Know…

You know a bit about retirement. And if you are like most Americans, it probably goes something like this:

You know you have a retirement account, or maybe even more than one. Perhaps a 401(k) started by an employer, or an IRA, or both. You know that saving for retirement is good, so you are probably contributing to it regularly. You know that your money is being invested by a firm whose name you probably know and believe to be reputable. And, for the most part, you trust that your money is being managed responsibly, so there will be plenty of funds available when you retire.

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What You May Not Know…

But chances are, like most people busy with their lives, you may not know much more than that. And that’s why Rebalance IRA is here for you. When it comes to retirement investing, what you don’t know might hurt you. Like hidden fees that can erode almost one third of your savings over time, or brokers who are paid to sell what makes the most money for them, not you.

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What You Will Want to Know…

It benefits most investment firms and brokers to keep their customers blissfully ignorant. They don’t want you to know that their fees can eat up nearly 30% of your retirement savings over 10 years. They would prefer if you didn’t realize that they underperform market returns nearly 70% of the time. At Rebalance IRA, we want you to know everything about us — that our fees are among the lowest in the industry and that our investment portfolios put more money in your pocket when it’s time to retire. Because the more you know about investing, the more the Rebalance IRA approach makes sense.

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What We Know…

At Rebalance IRA, we know we are committed to helping you better understand your retirement savings and make better-informed investment decisions. We are open about what you are paying for, and what you can expect in return. We are relentless in our pursuit of the lowest possible fees and highest possible standards. It is our mission to deliver premium quality without premium cost.

In short, we know what we want — to help you retire with more.

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