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 consider consolidating your accounts. At Millbury Federal Credit Union Financial Services our CFS* Financial Advisor, Joe Murphy, can help you, he is 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 Joe today to schedule a free, no-obligation appointment: