Consolidating Retirement Accounts
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 FB Financial Services, our LPL1 Financial Representatives can help you, we’re 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 us today to schedule a complimentary, no-obligation appointment. Call (800) 400-7067.
1 Securities and Advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Fremont Bank and FB Financial Services, a Division of Fremont Bank are not registered broker/dealers and are not affiliated with LPL Financial.
Investment and Insurance Products offered through LPL Financial are:
|NOT A BANK DEPOSIT
||NOT GUARANTEED BY THE BANK
||MAY LOSE VALUE
||NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
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