Earn 6x more in your retirement account

How you invest your retirement savings today can mean a difference of hundreds of thousands of dollars.

Titan clients have seen their accounts gain +40% after fees since our first quarter of inception in 2018.

That's greater than every other investment advisor covered by Backend Benchmarking over this time period, by nearly 6x on average.

Compared to others, Titan's performance has been:

• >4x that of Fidelity & Vanguard
• >6x that of TD Ameritrade
• >11x that of Personal Capital
• >14x that of Morgan Stanley
• >78x that of Schwab & Betterment

What this means is that over the last 2.25 years, $200K invested in Titan would have earned an additional ~$68,478 after fees than what it would have if invested in the average robo advisor.

Given the typical multi-decade time horizon that most retirement accounts take, this type of outperformance can make a world of difference.

Have an old 401(k) lying around?

Fortunately, transferring your retirement account over to Titan today is a simple as a few taps in the app.

If you're like most folks, you probably...

• Have an old 401(k) from a past employer
• Have a few IRA accounts
• Have seen those accounts decline meaningfully this year as a result of the COVID-19 crisis
• Are unknowingly paying high hidden fees (which can often total to more than 2%) on top of the subpar performance

Titan retirement clients are different:

• Thousands have rolled over 401(k), 403(b), and IRA accounts into Titan IRAs with just the tap of a button
• They have grown their wealth +13-17% after fees this year through all the market volatility
• They pay a simple 1% annual fee, or even as little as 0% (yes, zero) after making a few referrals

When it comes to your retirement savings, you deserve the best possible long-term returns. That is precisely what Titan is built to deliver via its high-quality, actively-managed portfolios of the world's best companies.

If you haven't already, consider rolling over your retirement account to Titan today. Your retirement is counting on it.

Rollovers with Titan are quick and easy

Just email rollovers@titanvest.com with a statement for the account you wish to roll over.

Our Rollover Concierge will handle the entire process from there. Your retirement funds can be invested in a Titan IRA in a matter of days.

Plus, we're giving you up to $10,000 in rewards when you roll over retirement accounts to Titan. More details here.

FAQ

What types of accounts can I roll over? We accept IRA transfers (Traditional, Roth, SEP, SIMPLE), 401(k) and 403(b) rollovers, and even non-taxable account transfers of $10,000+.

Can I roll over part of my funds instead of the entire account? For IRAs, yes. For 401(k) and 403(b) plans, it depends on your plan provider's policy. Ask them if they allow "partial rollovers." If they do, then you can inform them of the specific amount you would like liquidated and rolled over to Titan.

What is the investment strategy for Titan IRAs? Your IRA will be invested in the same Flagship strategy as our Individual accounts. However, you can designate a different risk profile for your IRA vs. your Individual account, which would dictate a different hedge level.

What are the fees for Titan IRAs? The annual fee for IRAs is a simple 1% of assets, the same as Individual accounts.

Will my referral credits apply to a Titan IRA? Yes! Your referral credits will apply to all your Titan assets (Individual and IRA accounts).

Will a rollover result in any taxes or penalties? No, direct rollovers of 401(k), 403(b), and IRA accounts do not incur any taxes or penalties.

Will I be charged any fees to roll over my IRA, 401(k), or 403(b)? No, we do not charge any fees for incoming rollovers. However, your retirement account provider may charge an outgoing fee. Check with them if you're unsure.

Do I need to sell any investments in my retirement account(s) before rolling over? No, we can usually handle this for you. As a reminder, selling your investments is not a taxable event because you are selling shares in a tax-advantaged account.

Other questions? Email rollovers@titanvest.com and a member of our Rollover Concierge team will be happy to assist you.