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Retirement planning tips, tools and resources to help you plan for your golden years

“In addition to offering you the ability to trade during regular market hours, you can trade before and after hours sessions from 8:00 a.m. - 9:28 a.m. and from 4:00 p.m. to 7:30 p.m. ET, Monday - Friday.”

Muriel Siebert & Co., Inc. 
Serving Investors for 50 Years

Retirement Planning

We offer retirement planning tips, tools and information about choosing which retirement account is right for you.  

Our Investment Advisors have decades of experience and will help you devise a comprehensive plan that is right for you based on your risk tolerance, investment objectives, and time horizon. 

Retirement Planning Tools

» Retirement Planner
» Asset Allocator


To open a retirement account, please call 800-872-0444, 8:00 a.m. - 6:00 p.m. ET, Monday-Friday, and a New Accounts representative will be happy to help you. 

Please consult a tax specialist regarding your specific financial situation and tax consequences. Muriel Siebert & Co., Inc., does not offer investment, tax or legal advice. For more information on retirement accounts at Siebert, please Contact Us.

Which Retirement Plan is Right for You?

Individual Retirement Account (IRA) 
An IRA is a special type of a tax-deferred account created by Congress to help individuals save money for retirement.   

IRA Rollover
The funds you picked as a 25 year-old might not make sense for your needs today.

  • Evaluate the performance of your existing tax-deferred retirement accounts (401(k), 457, 403(b), etc.).
  • Liberate them from your former employers
  • Reallocate the selections as necessary to align with your strategic goals.

Contributions to a Roth IRA are not tax-deductible. Instead, qualified distributions from the account are tax-free. 

Consolidate Your 401(k) and IRA Accounts

People who switch jobs remain loyal to their old employer’s 401(k) plans because they have not thought about consolidating these accounts. Siebert can show you how to roll these funds over to your new employer's 401(k) plan, if they offer one. Your money will continue to grow tax-deferred and you will have the ability to borrow against these assets. However, you will be limited to your new employer’s investment options.

The benefits of consolidating these accounts into a single IRA account include:

More Options. IRAs offer more flexibility than 401(k)s when it comes to investment options. The typical 401(k) plan provides no more than two-dozen fund choices, compared to thousands of fund possibilities in an IRA.

Added Convenience. Consolidating your retirement funds into a single account gives you the ability to manage your investments all in one place. Multiple accounts are often difficult to rebalance when you need the assets in them to reflect your current risk appetite and/or objectives.

  • 50
    Delivering excellent customer service for 50 years.
  • 1 on 1
    Work one-on-one with our Investment Advisors.
  • 11
    Siebert branch offices nationwide.
  • $11 Billion
    Worth of assets firm-wide.

Siebert 800-872-0444             Customer Support     

Electronic trading poses risk to investors due to system response, trade executions and account access availability that may vary due to a variety of factors, including trading volumes, market conditions, system performance, market data delays and other factors. All investments involve risk, and the past performance of a security, industry, sector, market, or financial product does not guarantee future results or returns. Rates, commissions and fees listed here are subject to change at any time. Testimonials may not be representative of the experience of other clients and are no
guarantee of future performance or success.

Muriel Siebert & Co., Inc.

Member NYSE, FINRA and SIPC. Est. 1967. Nasdaq symbol SIEB.
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