Retirement and investing
- How do I move money from a savings goal to my retirement account?
- Can I lose money with my Oportun retirement or investing account?
- What are capital gains and how do they affect me?
- How are the funds in Oportun investing and retirement accounts protected?
- Getting started with retirement and investing
- Age, citizenship, and other requirements for Oportun investing and retirement accounts
- Investing and retirement account settings
- Can I withdraw money from my retirement or investing account?
- How is an investing or retirement account with Oportun different from my other savings goals?
- What is the difference between Traditional and Roth IRA accounts ?
- When can I get my tax documents for my Oportun investing or retirement account?
- Closing your Oportun investing or retirement account
- What are the limitations to IRA contributions I should know about?
- How can I rollover into/out of my Oportun retirement account?