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 consider consolidating your accounts. At Glendale Area Schools Credit Union our Financial Advisors, Trevor Kleineahlbrandt or Michael Hefner, can help you, they is here to answer all your questions and possibly 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 Trevor or Michael today to schedule a free, no-obligation appointment:
- Call 818.658.2360 to speak with a Financial Advisor
- Visit your local branch
Registered representatives of Western International Securities, Inc, member FINRA/SIPC. Western International Securities and its affiliated insurance agencies offer securities, advisory services, and certain insurance products and are not affiliated with other entities named. Products and services offered through Western International Securities *Are not insured *are not guaranteed by any Credit Union * may lose value.
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