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 DCN Wealth Management our SPF Financial Advisor can help you, we 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 DCN Wealth Management today to schedule a no-obligation appointment.
We’re here to help. Contact one of our DCN Wealth Mangement advisors today to schedule your no-obligation appointment. Give us a call or send us an email, either way we want to work with you.
