Growing Your Retirement Savings is a Snap with SnapIRA


Why Keep Saving?

It’s expensive to cash out a retirement savings account! Cash distributions can be reduced by as much as half due to tax withholding and any potential penalties. The best investing ally is time, so saving today will help build a better retirement.

Don’t lose out on the future value of your money. For example, $2,500 saved for 30 years at an average 7% rate of return* grows to over $19,000!

Why Use the SnapIRA?

  • It’s a snap to use – Everything, from the step-by-step account setup to the e-signature process is completed online. If a retirement account is still in a former employer’s plan, TRI-AD/TCMI will assist in the transfer of an existing retirement account to SnapIRA.
  • Easy access to live support – A US-based dedicated contact center is ready to assist with any questions. The service center staff is knowledgeable, friendly, and ready to guide retirement savers through the process.
  • Fully transparent fees – Fees are fully disclosed, competitive, and easy to understand.
  • Professionally managed investments – Six well diversified, risk-based model portfolios** simplify investment selection. More than 25 years of consistently competitive performance.

*7% rate of return used for illustrative purposes. Past performance does not guarantee future performance.
** Model Portfolios are sub-advised by Statherós Financial Solutions, Inc., a registered investment advisor.

Three Easy Steps to Get Started

  1. Click Here to complete the online SnapIRA application form.

  2. Complete the distribution process to transfer your funds out of current plan and into your new SnapIRA.

  3. If you need help, call Customer Support at 253-592-6676.