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Fidelity Launches ‘IRA Match’ Program

Fidelity Investments® announced Feb. 26 an innovative new program designed to motivate investors to accelerate their retirement preparedness through a matching contribution component to qualifying IRAs. 





The firm’s new IRA MatchSM program encourages investors to increase their retirement savings by matching annual contributions to new or existing IRAs by up to 10% each year for three consecutive years. 





The match is available to new or existing customers who transfer a Roth, traditional or rollover IRA to Fidelity. (Direct rollovers from a 401(k) or 403(b) plan are not eligible.) When this occurs, and an individual makes contributions to their IRA over the next three years, Fidelity will match their annual contribution on a tiered basis up to 10%:






  • $10,000: 1%      



  • $50,000: 1.5%



  • $100,000: 2.5%



  • $250,000: 5% 



  • $500,000: 10%


For more information about Fidelity Investments, visit their NAPA Partner Corner page

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