Outside Assets

Question

Hmm, would it make sense to transfer outside assets to get the 3% match (smaller Wealthfront account ~7k to Roth IRA)?

  1. I’m not sure if this will be considered a contribution to the 7.5 cap into Roth IRA

  2. It’d make sense since we have to hold assets for 5 years.

Posted Mar 2, 2026, 4:09 PM UTC

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