E*TRADE IRA Bonus – Get Up to $40,000 for Retirement Transfers

If you’re looking to grow your retirement savings faster, E*TRADE from Morgan Stanley has an enticing offer that’s hard to ignore. By transferring an IRA or old 401(k) into a new eligible ETRADE IRA, you can earn up to $40,000 in cash bonuses. Whether you’re rolling over a small account or consolidating a significant portfolio, this limited-time promotion can add serious value to your financial future. Here’s how you can take advantage of this exclusive offer before the March 31, 2025 deadline.

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Key Takeaways

• Bonus Amount: Up to $40,000
• Deadline to Enroll: March 31, 2025
• Funding Deadline: Within 60 days of account opening
• Eligible Accounts: New E*TRADE IRAs only

How to Earn the Bonus

The bonus amount depends on the amount you transfer:

Deposit Amount	Bonus Amount
$25,000 – $99,999	$250
$100,000 – $199,999	$625
$200,000 – $499,999	$1,000
$500,000 – $999,999	$2,000
$1,000,000 – $1,999,999	$5,000
$2,000,000 – $4,999,999	$8,000
$5,000,000 – $9,999,999	$15,000
$10,000,000 – $14,999,999	$20,000
$15,000,000 – $19,999,999	$30,000
$20,000,000+	$40,000

Steps to Qualify

1. Open a New Eligible E*TRADE IRA
   • Open your account by March 31, 2025.
2. Fund Your Account Within 60 Days
   • Transfer funds from an IRA, 401(k), or other eligible retirement account.
3. Meet the Deposit Requirement
   • The cash bonus amount is based on your total deposit within 60 days.
4. Wait for Your Bonus
   • The bonus will be credited after meeting all criteria.

Important Notes

• Consult a tax advisor to understand the tax implications of IRA transfers and bonuses.
• Consider fees, investment options, and benefits before consolidating retirement accounts.
• Transfers must meet minimum deposit thresholds for corresponding bonuses.

Is This Offer Worth It?

For investors with substantial retirement savings, this E*TRADE bonus is a solid opportunity to boost your account balance. With bonuses starting at $250 for $25,000 deposits and scaling up to $40,000 for $20 million or more, this deal rewards larger transfers with substantial incentives.

If you’re already planning to consolidate retirement accounts or switch investment platforms, this E*TRADE promotion is a compelling reason to move now.