3 Hidden Risks of Consolidating Your Retirement Accounts

Filbrandt & Company Reports
Volume 19, Issue 3

Report Summary:

  • What benefits you may lose when consolidating retirement accounts
  • The core strengths of each type of custodian you have
  • A basic understanding of “custodial maximization” and why it’s important
  • An alternative solution to consolidating your investments at one custodian that may better suit your needs

Submit this form once for unlimited access to our Filbrandt Report Library.

Volume 19, Issue 3

Instantly download a PDF of this report.

Receive future reports directly to your inbox.

Want to learn more? Let's schedule a time to talk.

email@filbrandtco.com 800.431.9740 ShareURL Copied!