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Our Solution

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