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Should I Consolidate My IRAs?
Manage episode 430682172 series 3460411
John Stillman에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 John Stillman 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
When you have multiple IRAs, managing them across different platforms and figuring out your RMDs for each account can be a little bit tricky. So what’s the best way to manage these accounts? Should you consider consolidating your IRAs?
Today’s featured question comes from a comment left on one of our previous videos so thank you for the contribution. Here is the question John will answer:
We have multiple IRAs set up over the years as different approaches appealed each year. Would you recommend consolidating all those IRAs to one account? Would it matter if we were taking RMDs or not in your answer?
Join us to hear strategies for consolidating IRAs, some benefits to simplifying your accounts, and best practices for navigating your RMDs. By simplifying your accounts and understanding the true nature of diversification, you can streamline your retirement planning and make informed decisions.
Here’s what we discuss in this episode:
0:00 - Intro
1:24 - Consolidating IRAs
8:27 – Old IRAs and 401(k)s
Connect with us:
Web: https://rosewoodwealthmanagement.com/
Phone: 919-391-3446
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