Basic Capital vs Verdara

Basic Capital gives you the tools, flexibility, and service to get the most out of your retirement benefit. With Basic Capital, you can: • Enroll in a 401(k) through your employer and contribute directly from your paycheck • Access investment options ranging from Target Date Funds to ETFs, Single Name Stock, and more • Manage Traditional and Roth strategies separately, with streamlined contribution elections and conversions in a few clicks • Set up Mega Backdoor Roth to convert after-tax contributions into Roth dollars • Get real-time portfolio insight from a mobile-first platform built for everyday use • Reach a plan specialist in under 15 minutes, no hold music, no runaround - No communication by Basic Capital Group Inc. ("BCG"), or any of its affiliates (collectively, "Basic Capital"), through this website or any other medium, should be construed or is intended to be a recommendation to purchase, sell or hold any security or otherwise to be investment, tax, financial, accounting, legal, regulatory or compliance advice. The accounts, strategies and/or investments discussed in this material may not be suitable for all investors. The appropriateness of a particular account or investment strategy will depend on an investor's individual circumstances and objectives. Investors should carefully consider their investment objectives and risks, as well as charges and expenses of Basic Capital before investing. Basic Capital investments should only be part of your overall investment portfolio.

Verdara puts your retirement future in the palm of your hand. Connecting seamlessly with your employer-sponsored retirement account, Verdara gives you a clear, confident view of your financial picture without the jargon, complexity, or noise. Dashboard & Portfolio See your total balance, contribution rates, and portfolio breakdown at a glance. Swipe through your key metrics and track what matters most with a personalized snapshot of your retirement health. Activity & Transactions Stay on top of every contribution, earnings update, and account movement. Your full transaction history, clearly presented and always up to date. Learning Hub Financial knowledge should not be intimidating. Verdara’s Learning Hub delivers bite-sized lessons, in-depth articles, and guided learning pathways designed to help you make smarter decisions with confidence. Quick Bites: 2-minute lessons you can actually finish Deep Dives: Comprehensive guides on retirement topics that matter Learning Pathways: Curated journeys from basics to advanced strategies Bank-Grade Security Your retirement data is protected with Face ID, passkey authentication, and optional two-factor authentication (TOTP). We protect your future the same way we manage your retirement- with your interests in mind, not ours. Designed for Real Life Verdara was built to be fast, beautiful, and intuitive. Whether you have 30 seconds or 30 minutes, the app meets you where you are, delivering the right information at the right moment.