Consolidating Retirement Accounts


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 to consider consolidating your accounts**. At Financial Resources Federal Credit Union Investment Services, available through CUSO Financial Services, L.P., one of our CFS* Financial Advisors can help you, they are 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 us today to schedule a free, no-obligation appointment.

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**Before deciding whether to retain assets in an employer sponsored plan or roll over to an IRA an investor should consider various factors including, but not limited to: investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions and possession of employer stock.