Rollovers

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.

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Streamlining Your Retirement Finances

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.**

During our meeting, we’ll go through these six steps:

At UFCU 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.

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**Before deciding whether to retain assets in an employer-sponsored plan or rollover 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.

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New Retirement Contribution Limits for 2023

A look at the new, record-high retirement contribution limits from the IRS.

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