In or nearing retirement, everyone should begin to look closely at their funds. If you have IRAs, 401(k)s and pension plans scattered all over, you may want consider consolidating your accounts.** At South Metro Wealth Management, available through CUSO Financial Services, L.P. (“CFS”)*, one of our CFS* Financial Advisors can help you 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.