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**. At Financial Resources Federal Credit Union Investment Services, available through CUSO Financial Services, L.P., one of our CFS* Financial Advisors 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: