For many people education on their accounts helps them to gain confidence and better manage the retirement process. Your investments can be coordinated and consolidated within one company, and still be very well diversified. Imagine getting your statement in one envelope. If you prefer, you can go green and view everything through a secure online site that is easy to manage and use.
There are lots of rules to follow, and there can be lots of confusing paperwork when considering your options, let alone the retirement paperwork you might need to fill out for your company plan. Let us help you through this maze of confusing instructions and processes to help you avoid making costly errors or having to do things over and over. We are happy to help you fill out the paperwork, or if possible, we will prepare much of it for you before you review and sign it.
We routinely make conference calls with our clients and their company retirement department, or the various companies that hold their retirement assets to act as their real-time advisor. It can be a great asset to have someone by your side instead of going it alone.
Consolidating Retirement Accounts May Help You:
- Simplify your life, particularly as you age
- Lower administrative costs
- Reduce the stress of trying to remember where all of your accounts are
- Cut down or eliminate paper statements
- Make tax time a breeze Take advantage of professional advice on all your assets, not just some
- Allow for better and more cohesive asset management
- Avoid costly IRS penalties or fees by missing Required Minimum Distributions
- Make life much easier for your beneficiaries
- Create more free time to enjoy your retirement
The Cost of Procrastination
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