Plan to Enjoy Your Golden Years
Dreaming of travelling cross country in your new RV? Achieving that dream is half knowing what you want and half having a plan to get you there.
The three most common retirement account options include:
- Employer-sponsored retirement plans (Pension, 401(k), 403(b), etc.)
- Tax-advantaged individual retirement accounts (Traditional and Roth IRAs)
- Annuities (Insurance investment product)
Maximize Your Retirement Accounts
If you’ve changed jobs and have retirement accounts at multiple organizations, you may want to consolidate. This could save money on fees, make portfolio management easier and simplify your distributions. We’ll help you decide what the best option is for your needs, including rolling over to a traditional IRA where there are no transfer limits.
Contact the CFS team to schedule a complimentary, no-obligation appointment.