IRA Match:
The IRA match is funded in monthly installments over 12 months. Public pays a 4% match on all eligible new contributions, up to the annual IRS contribution limit, as soon as contributions are made.
If Public Reserve is canceled within 1 year of receiving a match, Public will recoup the difference between the 4% Reserve match and the 1% standard match for any IRA contribution matches.
Generated Assets Match:
The Generated Assets match is a 1% match on all amounts deposited, up to $250,000 per calendar year. Unlike the IRA match, this one is paid out monthly over 24 months rather than all at once.
Any remaining monthly installments are forfeited if you cancel Public Reserve early.
Direct Indexing and Treasury Account Match:
This match is 0.50% of all amounts deposited into your Direct Index and Treasury accounts combined, up to $250,000 per calendar year (a shared cap across both account types).
Like Generated Assets, it's paid monthly over 24 months, and if canceled early, no more match installments are made.