Wills, Trusts & Estates Prof Blog

Editor: Gerry W. Beyer
Texas Tech Univ. School of Law

Saturday, February 28, 2015

IRA Match Program

IRAIn an attempt to entice new customers, Fidelity has begun offering contribution matching for customers that transfer an existing IRA to Fidelity. The incentive program works by matching a percentage of the account contributions made for the three years after the account is transferred. The percentage depends on the amount in the account when it is transferred.

See Ashlea Ebeling, A New Reason to Fund an IRA: The IRA Match, Forbes, Feb. 26, 2015.

Special thanks to Jim Hillhouse (Professional Legal Marketing (PLM, Inc.)) for bringing this article to my attention.


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