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List of IRA Match Bonus Offers – Doctor Of Credit

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We’ve been seeing more and more investment and retirement account match offers, and specifically IRA matches. These are for matches up to the legal limit which is $6,500 for 2023 and $7,000 for 2024. Those ages 50 or older can contribute $1,000 more each year.

Here are a few we’ve seen:

  1. SoFi 2% match. (DoC link | Direct Link) Valid through April 15, 2024. You’ll need to keep the IRA contribution with SoFi for at least 2 years in order to keep the bonus.
  2. Robinhood 1-3% match. (DoC link | Direct Link) This is a public offer. It’s 1% for anyone and 3% for those with Robinhood Gold (costs $5/month). There is a 5-year hold period.
  3. WeBull 3.5% match. (Terms link) Check the Promotion Center in the WeBull app for this promo. It’s also showing on referral links; let us know if you find a public link. (No referral links in the comments below.) This is paid out in 20% increments over 5 years, and must be held for the full 5 years to any of it.
  4. Please let us know of any others.

If I’m not mistaken, the SoFi and Robinhood matches are paid into the IRA, while the WeBull offer is paid into the linked brokerage account.

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Chuck

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