Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
September 6, 2023
Navigating retirement isn’t easy and important decisions shouldn’t be put on “auto-pilot”. Working with a financial advisor who understands the options, risks, and opportunities and even more importantly, spends the time to get to know you and your specific situation, is key to ensuring that you get on the right track, and stay on it.
One key decision involves managing any existing retirement accounts. Whether changing jobs, or preparing for a major change in life, it’s important to think through the pros and cons of the choices available to you. Consolidation, concentration, and timing are all important considerations that are best made with the help of a fiduciary who understands the implications and is focused on what’s best for you.
For example, if you are considering a rollover from an employer-sponsored retirement plan, you may want to consider the following very carefully before you decide.
The rollover decision is unique to your situation. As fiduciaries, we will help you weigh the pros and cons so that you can decide what is prudent given your current situation.
For more information about what to consider prior to consolidating assets, please review the resources below.
Please read important disclosures here.
Aram is a Principal in the Pasadena office. As a financial planning professional, knowing the client’s personal and financial goals is essential to providing truly...
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