Consolidating Accounts

Getting a second opinion on your finances can be good, but is it wise to leave your retirement funds scattered in different places? We’ll reveal the pros and cons to this debated topic!

Here are just a handful of the things that we'll discuss:

  • Take inventory of all your accounts!
  • Does an IRA rollover make sense?
  • Is working with 2 different advisors really in your best interest?


Your Retirement Income Planning Checklist Thumbnail (booklet version)

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