Soundbite: What to Expect When Consolidating Accounts

Soundbite: What to Expect When Consolidating Accounts

401k ira roth on pieces of paper. Retirement planning.

Transitionary times – retirement, starting a new job, etc. – can be stressful, especially when unfamiliar processes like paperwork and money movement are involved. In this short video, Financial Planner, Cole DeLucas, shares a brief summary of the logistical steps involved in consolidating your retirement accounts. In less than four minutes, Cole will discuss how your Yeske Buie team will work with you to…

  • Research your options to confirm that a rollover is truly in your best interest,
  • Determine the appropriate account type to rollover your assets into,
  • Guide you through the process of initiating the rollover with your financial institutions, and
  • Invest the funds in your consolidated accounts.

We hope that knowing what to expect will help you feel more prepared and diminish just a bit of the stress you may be feeling during these times. And as always, please do not hesitate to contact us if you have any questions about the process – we’re with you every step of the way!