Episode 153: One Easy Way to Simply Your Retirement

How can you simplify your retirement and why does it matter? David shares why you may want to consolidate your retirement savings and the three ways it benefits you.

 

Read more and get additional financial resources here: http://www.coveryourassetskc.com/episode-153-one-easy-way-to-simplify-your-retirement

 

What we discuss on this episode:

2:37 - Way less information to keep track of.

4:32 - You’ll have access to more options.

5:35 - RMDs can be a nightmare if they are still with former employers.

7:50 - David shares a client story of someone who needed to consolidate.