Rollovers & Consolidating Accounts

Simplify your savings.

When it comes to retirement savings, there can be many benefits to consolidating your money under one roof. Effective asset management, diversification, lower fees, and better service are just a few potential advantages. Regardless of when you plan to retire, working with a financial advisor can help you gain a better understanding of how to effectively manage the funds you worked so hard to amass.

If you have IRAs, 401(k)s, and pension plans at multiple firms, you may want to consider consolidating your accounts.^**

Potential savings on annual fees.

New opportunities to allocate, diversity, and rebalance in one portfolio.

Simplified required minimum distributions.

Easy access to one consolidated statement.

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^**Before deciding whether to retain assets in an employer-sponsored plan or rollover 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 judgements, required minimum distributions, and possession of employer stock.