IRA and 401(k) Rollovers and Consolidations

Creating simplified, streamlined retirement.

Changing circumstances can create hidden financial complexities, especially with IRAs and 401(K)s. If you or a family member has changed a job, it’s likely you have assets scattered among multiple retirement accounts. This fragmentation can make it difficult to see the big picture and to achieve appropriate diversification. It may also limit your investment options.

Let Waycross simplify your retirement planning by consolidating these accounts. We may be able to reduce the fees you pay and provide more consistent service and greater clarity about your consolidated assets and their performance. We’ll develop a safe, cost-effective transition process and will handle much of the paperwork for you. During this process you can ensure your beneficiaries are correctly specified and other administrative details are accurate. In the end, you’ll have a much clearer sense of how your investments are performing. Consolidation also ensures investments will be managed and respond to new opportunities and events in a much more streamlined way.

Advisor for 401(k) & Nonprofit 403(b) Plans

Get Started

It all begins with a conversation. Contact us to arrange a meeting and find out what happens when sixty years of experience focuses on guiding you to a prosperous financial future.