Retirement Traditional IRA, Roth IRA, Inherited IRA | Closeout fee

A closeout fee is a charge applied when closing a Retirement Traditional or Roth IRA, or an Inherited IRA account. The fee covers any administrative or processing costs associated with closing the account. This fee is typically a percentage of the total value of the account. Let us help you minimize or avoid this cost by choosing the right IRA for your retirement needs.