In or nearing retirement, everyone should begin to look closely at their funds. If you have IRAs, 401(k)s, and pension plans at multiple firms, you may want to consider your options. Your Wealth Advisors can help answer your questions and find ways to potentially:

• Save money on annual fees
  
• Create opportunities to allocate, diversify, and rebalance in one portfolio
  
• Simplify required minimum distributions
  
• Provide access to one easy consolidated statement
  

To learn more about consolidating retirement accounts, contact us today to schedule a complimentary, no-obligation appointment.

Have questions or want to schedule an appointment? Just send us your contact information with a brief message and a member of our team will be in contact with you within two business days.

To connect with your local advisor, please let us know your preferred 4Front Credit Union branch in the message box below.

**Before deciding whether to retain assets in an employer-sponsored plan or rollover to an IRA an investor should consider various factors including, but not limited to: investment options, fees and expenses, services, withdrawal penalties, protection from creditors, and legal judgments, required minimum distributions and possession of employer stock.