There can be many potential benefits to consolidating your money under one roof—for example, more effective management of your asset allocation, diversification, potentially lower fees, more services, and better planning.
Schedule Your Appointment
In or nearing retirement, everyone should begin to look closely at their funds. If you have IRAs, 401(k)s and pension plans at multiple firms, you may want to consider consolidating your accounts.** At Institution Name at Credit Union one of our CFS Financial Advisors available through CUSO Financial Services, L.P. * can help answer your rollover 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 one easy consolidated statement
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.