We are excited to announce our IRA Rollover Award. Starting on February 20, 2020 (Titan’s 2-year birthday), we are offering significant awards (up to $10,000) for all rollover transfers made to a Titan IRA.
How to get started
Open a Titan IRA in the app and choose Rollover Contribution as your funding type (Not sure where to start? Start here).
Our IRA Concierge will follow up from there and make the process seamless. Email us at firstname.lastname@example.org with any questions.
All IRA, 401(k), and 403(b) rollovers are eligible for the rollover award. Payment for eligible rollover transfers will be made after one year has passed since the rollover transfer was invested.
Below is the payment you will receive based on your Rollover Value:
Terms and Conditions
Offer applies to all IRA, 401(k), and 403(b) rollovers invested into a Titan IRA from February 20, 2020, onward. Payment for eligible rollover transfers will be made after one year has passed since the rollover transfer was invested (“Payment Date”).
Your participation in Titan’s IRA Rollover Award program is subject to the following terms and conditions:
Through the Titan IRA Rollover Award program, you have the opportunity to earn a promotional credit (“Titan Award”) based on the Titan IRA account value as shown in the Rollover Award section above.
The Rollover Value is determined as the value of a rollover transfer invested in a Titan IRA from February 20, 2020, onward. This offer is only valid if the full Rollover Value is invested and remains in a Titan IRA until the Payment Date.
The Rollover Value of multiple rollover transfers may be summed to reach the highest eligible Titan Award tier; in this case, the Payment Date will be after one year has passed since the most recent of the combined rollover transfers was invested.
The Titan Award will be deposited directly into the Titan IRA into which the Rollover Value was originally invested. The Titan Award will be considered a regular IRA contribution for the calendar year during which the Titan Award is deposited into the Titan IRA, and is subject to standard IRA contribution limits per IRS rules. It is the sole responsibility of the client to ensure that the Titan Award and all other IRA contributions do not exceed the client’s IRA contribution limits per IRS rules.
If the Titan Award exceeds the maximum annual contribution limit for IRAs, then the Titan Award will be paid in two installments: $6K on the Payment Date as a regular IRA contribution for the calendar year of the Payment Date, and the remaining amount one year after the Payment Date (“Second Payment Date”) as a regular IRA contribution for the calendar year of the Second Payment Date.
If you have existing referral credits that result in fee reductions of 0.25% increments, the Titan Award will be reduced by the same percentage as your advisory fee has been reduced, as illustrated in the following chart:
Illustrative Awards Adjusted for Referral Credits
You agree that you are making a fully-informed and independent determination to roll-over the IRA and are aware of the risks of a Titan-managed IRA, including the risk of loss of principal, as described in our Account Agreement. The information contained herein is not, and should not be construed as an offer to sell or the solicitation of an offer to buy any securities. In addition, nothing contained herein is intended to be, nor shall it be construed as, investment advice, nor is it to be relied upon in making any investment or other decision.
If you cannot accurately make the preceding representations, you may not participate in the Titan IRA Rollover Award. If you are currently participating in the Titan IRA Rollover Award and the preceding representations become inaccurate, you agree to immediately inform Titan at email@example.com.
See our full Terms & Conditions for more details.