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Capital One Investing℠ Retirement Accounts

It's never too early to start investing for your retirement. With the Capital One Investing℠ IRA, it's simple to make retirement planning a part of your monthly budget. Instead of funding your IRA all at once, in a Capital One Investing account you can set up an automatic, recurring investment plan for the current tax year (or a one-time investment for a prior year). Invest weekly or monthly – you decide!

Types of IRAs available:

  • Traditional IRA
  • Rollover IRA
  • Roth or Conversion IRA

What are account beneficiaries?

While opening an IRA and ESA account, you're required to designate estate beneficiaries. Your beneficiaries (or entities) take ownership of your account assets when you pass away.

You'll need to name at least one primary beneficiary, and the maximum number of beneficiaries you're able to have is six total between primary and contingent beneficiaries.

If your beneficiaries change over time, make sure to edit this and keep us up to date.


However you decide to slice it up, beneficiaries need to receive 100% of your total assets.