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How does WealthRabbit help me select investments for my Roth IRA?
When you open a Roth IRA with WealthRabbit, the investment selection process is designed to be simple, guided, and personalized. During setup, you answer a short series of questions about your retirement timeline, financial goals, and comfort level with market ups and downs. These questions help WealthRabbit understand your risk tolerance and long-term objectives.
Based on your responses, WealthRabbit recommends a professionally designed investment portfolio that aligns with your profile. Each portfolio is diversified across different asset types to help manage risk while pursuing long-term growth. Diversification means your investments are spread out rather than concentrated in a single asset or market, which can help smooth performance over time.
Once your Roth IRA is funded, WealthRabbit continues to support your investment strategy through ongoing monitoring and automated rebalancing. Rebalancing periodically adjusts your portfolio back to its intended mix if market changes cause it to drift. This helps keep your investments aligned with your original goals without requiring you to make frequent decisions or manage investments day to day.
If your situation changes, such as your retirement timeline, income, or risk tolerance, you can update your preferences at any time. WealthRabbit will adjust your portfolio to reflect your new goals. This combination of guidance, automation, and flexibility is designed to make long-term Roth IRA investing easier and more accessible.
Getting started is simple. You can sign up for WealthRabbit online, open your Roth IRA, and start investing now!
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