Changing jobs multiple times in a career is becoming the norm, and with each change in employer, comes a new retirement plan. Having multiple plans can mean different usernames and passwords, fees, and investment options, while making it difficult to get a clear understanding of how your overall retirement savings are invested. This month, Vanguard walks us through some of the benefits of consolidating retirement plans and IRAs, as well as some best practices for doing so: Take Control of Your Savings .
Keep it Simple by Consolidating Accounts
There is no guarantee that any investment strategy, including those described here, will be successful. Any investment or investment strategy can lose money. Past performance does not guarantee or predict future results. You should not assume that any discussion or information contained herein serves as the receipt of, or as a substitute for, personalized investment advice from Raffa Wealth Management, LLC. This information was gathered from reliable sources, but we cannot guarantee accuracy. Indexes do not reflect the fees associated with actual investments and such fees would reduce the performance illustrated. Source: FMG Suite, LLC.
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