Account Consolidation

If you’ve left a retirement plan with a previous employer, an IRA should be considered. Did you know that multiple plans can be consolidated into a single IRA? I can assist you in rolling over a single account as well as consolidating various accounts with the custodian of your choice. Besides ridding your mailbox of numerous statements, consolidation provides a variety of benefits including:

  • Elimination of redundant fees (charged by each retirement plan)
  • Increased investment selection (from just a few to several thousand)
  • Simplified tracking of investments (one statement!)