Halal Retirement Accounts in Kansas City, Missouri

ShariaPortfolio

401(k)

B+

ShariaPortfolio's 401(k) service brings AAOIFI-screened investing to the account where most American Muslims hold most of their wealth - the employer plan. Delivered turnkey with recordkeeping partner ePlan, a conventional plan can start conversion online in about 15 minutes, with roughly two months end to end. ShariaPortfolio serves as a limited-scope 3(21) co-fiduciary advising on menu design, screening excludes preferred shares, interest-paying securities, and companies failing AAOIFI ratios (including the firm's stricter music/cinema/broadcasting exclusion), and non-compliant holdings are removed at quarterly rebalancing. Standard tax deferral and employer matching stay intact.

Wahed Invest

Roth IRA

B-

Wahed's Roth IRA wraps the platform's managed halal portfolios in the US tax code's most generous retirement structure: after-tax contributions, tax-free qualified withdrawals, and contributions accessible without penalty. From a $100 minimum, savers get one of six risk tiers built from Shariah-screened Wahed equity ETFs, sukuk, gold, and the KWIN income ETF, automatically rebalanced, with assets held in their own name at Apex Clearing (SIPC-protected). The compliance file includes a three-scholar Shariah board, Shariyah Review Bureau external review, published annual board reports, and quarterly purification amounts.

Wahed Invest

SEP IRA

B-

Wahed's SEP IRA gives self-employed Muslims and small-business owners the higher contribution ceilings of an employer-funded retirement plan with fully halal contents: the same six managed risk tiers as Wahed's core robo service, built from Shariah-screened Wahed equity ETFs, sukuk, gold, and the KWIN alternative-income ETF. Accounts open from $100, accept rollovers from prior employer plans (401(k)/403(b)/457) and IRA transfers, and sit in the client's name at Apex Clearing with SIPC protection. Compliance runs through Wahed's three-scholar Shariah board with Shariyah Review Bureau as external advisor and quarterly purification reporting.

Wahed Invest

Traditional IRA

B-

Wahed's Traditional IRA delivers tax-deferred halal retirement saving through the platform's managed portfolios: pre-tax (or deductible) contributions grow untaxed until withdrawal, invested across six risk tiers of Shariah-screened Wahed equity ETFs, sukuk, gold, and the KWIN income ETF. Accounts activate from $100, accept rollovers from employer plans and transfers from other IRAs, and hold assets in the client's name at Apex Clearing with SIPC protection. Governance includes three named board scholars, Shariyah Review Bureau external review, published annual reports, quarterly purification amounts, and a built-in zakat calculator.