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Consolidation

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Manage Your Retirement Savings

Consolidate your accounts into one place for seamless access.

Consolidating your money under one roof can offer a host of potential benefits, such as more effective asset allocation management, diversification, potentially lower fees, more services, and better planning. These advantages can significantly enhance your retirement savings strategy.

As you approach retirement, it becomes increasingly crucial to review your funds. This is the time to ensure your retirement savings are working as hard as possible for you.

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In or nearing retirement, everyone should begin to look closely at their funds.

Consider consolidating your accounts if you have IRAs, 401(k)s, and pension plans at multiple firms.** A Wealth Advisor can help answer your consolidation questions and find ways to potentially:

  • Save money on annual fees.
  • Create opportunities to allocate, diversify, and rebalance in one portfolio.
  • Simplify required minimum distributions.
  • Provide access to straightforward consolidated statements.

To learn more about consolidating retirement accounts, contact us today to schedule a complimentary, no-obligation appointment.

**Before deciding whether to retain assets in an employer-sponsored plan or roll over to an IRA, an investor should consider various factors including, but not limited to: investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions and possession of employer stock.