Why? That’s the question.
- Why do so many employees leave money behind in prior employers’ 401k plans?
- Why is this not necessarily a smart thing to do?
How can Monterey Wealth help?
Following are just a few reasons why it just makes good sense to consolidate all retirement accounts into one master rollover account.
- Fewer statements to keep up with
- Possibly lower expenses
- Less chance you will forget about an account
- Easier to manage beneficiaries