PRE-RETIREMENT GUIDE
Review All of Your Retirement Accounts The Challenge If you are like many of our clients, you may have multiple 403(b)s that you accumulated over the years and IRA’s at several different institutions. You may not be sure if they are the right type of account for your current financial needs. One of our clients described her situation as having an uncoordinated collection of financial accounts.
Why It’s Important Whether this describes your situation or not, it is imperative to make sure you know where all your accounts are located and that they are working together towards your current financial goals. Chances are your goals have changed over the years and your old accounts may not be in alignment with your new financial situation.
Recommendation Gather all of your statements so that you can take inventory of what you have and where it is located. We can help you identify the type of account and answer your questions so that you can evaluate whether the accounts are working together to help you meet your financial goals in retirement.
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