To consolidate your retirement accounts, you can make an IRA rollover or IRA direct transfer, which is a non-taxable event.
To consolidate your retirement accounts, you can make an IRA rollover or IRA direct transfer, which is a non-taxable event. This is done by transferring money from multiple accounts into one established IRA account, or a newly opened account.
Contact the Consolidated Community Wealth Management (CWM) team so they can help get this started. All CCCU members are entitled to a complimentary consultation.
CWM can evaluate your financial plans and help you ensure your savings and investments are working cohesively to achieve your overall strategy.