Manage your retirement savings by consolidating your accounts to one place.
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.
In or nearing retirement, everyone should begin to look closely at their funds. If you have IRAs, 401(k)s and pension plans at multiple firms, you may want to consider consolidating your accounts.** At Mid American Credit Union one of our CFS Financial Advisors available through CUSO Financial Services, L.P. * can help answer your rollover questions and find ways to potentially:
- Save money on annual fees
- Create opportunities to allocate, diversify, and rebalance in one portfolio
- Simplify required minimum distributions
- Provide access to one easy consolidated statement
To learn more about consolidating retirement accounts, contact us today to schedule a complimentary, no-obligation appointment.