Consolidating Retirement Accounts

In or nearing retirement, everyone should begin to look closely at their funds. If you have IRA's, 401(k)'s and pension plans scattered all over, you may want to consider consolidating your accounts**. One of our Osaic Institutions financial professionals can help you, they are here to answer your rollover questions and find ways to:
  • Potentially save money on annual fees
  • Create opportunities to allocate, diversify, and rebalance in one portfolio
  • Offer valuable estate planning features
  • Simplify required minimum distributions
  • Provide access to one easy consolidated statement

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