Consolidating Retirement
In or nearing retirement, everyone should begin to look closely at their funds.
Manage your retirement savings by consolidating your accounts to one place.
If you have IRA’s, 401(k)’s and pension plans scattered all over, you may want to consider consolidating your accounts. 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.
Consolidating Your Accounts
- 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!
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA(Opens in a new Window) / SIPC(Opens in a new Window)) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional, information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.