Manage Your Retirement Accounts

There can be many benefits to reviewing your retirement accounts—for example, the potential for more effective management of your asset allocation, diversification, lower fees, more services, and effective planning.

In or nearing retirement, everyone should begin to look closely at their funds. If you have IRAs, 401(k)s, and pension plans at multiple firms, you may want to consider reviewing your accounts.** At DuGood Wealth Management one of our LPL Financial Advisors available through LPL Financial (LPL) can help answer your questions and find ways to potentially:

• Save money on annual fees
  
• Create opportunities to allocate, diversify, and rebalance 
  
• Simplify required minimum distributions
  
• Explore potential options to make managing your accounts simpler
  

To learn more about managing retirement accounts, contact us today to schedule a complimentary, no-obligation appointment.

**Before deciding whether to retain assets in an employer-sponsored plan or rollover to an IRA an investor should consider various factors including, but not limited to: investment options, fees and expenses, services, withdrawal penalties, protection from creditors, and legal judgments, required minimum distributions and possession of employer stock.