This 'Responsible' Retirement Move Can Reshape Your Taxes for Decades, Even With $1 Million Saved

If you have around $1 million saved for retirement, doing the ‘safe' thing with your accounts can feel like good housekeeping ...
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When and How to Consolidate 401(k) Accounts

Managing multiple 401(k) accounts from past employers involves tracking different fees, investment options, and statements. Consolidating these accounts can simplify monitoring, reduce costs and keep ...
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Rollover in Retirement Accounts

What Is a Rollover in Retirement Accounts? A rollover in retirement accounts refers to the process of moving funds from one retirement account to another. It is a way to consolidate retirement savings ...
Forbes

How Scattered Retirement Accounts Can Hurt Your Financial Future

Many high earners unknowingly turn their retirement into a cluttered collection of accounts with no clear plan. We discuss with John D. Davis, founder and CEO of Legacy Wealth Management based in ...