3 Easy Steps to Simplify and Coordinate Your Retirement Accounts

© SEAN NISIL www.seannisil.com

SEAN NISIL

Intentional Stewardship

www.seannisil.com

SN

3 Easy Steps to Simplify and Coordinate Your Retirement

Accounts


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About Me

I am a fee-only financial planner based in San Diego, California. I help individuals and families across the nation live dream-lives, and leave enduring legacies.

My mission is to help you dream big, establish a solid financial foundation, make wise decisions with your resources, work with greater focus, and live an extraordinary life.

Visit my blog, www.seannisil.com, where I write on INTENTIONAL STEWARDSHIP.

– Home to Independent Annuity Reviews.

http://www.seannisil.com/

“Stuff happens. Life moves forward. Jobs change. Things are hectic!”

If this rings true with you, you’re not alone. You have things pulling at you from every angle!As a fee-only financial planner, I frequently encounter people echoing these sentiments.


HELP! I’m Lost…

Without a solid plan, or the guidance of a trusted advisor, people try to do the best they can.


HELP! I’m Lost…

• The end result is often a hodgepodge of retirement accounts spread over IRAs and previous employer-sponsored plans.

• Your mailbox bursts at the seams with reports coming from multiple companies—leaving you overwhelmed and without direction.


Here’s 3 Easy Steps to Simplify Your Life & Coordinate Your Retirement

Accounts


1…2…

3…

Consolidate Your Accounts

• If you moved into a new house, you wouldn’t keep your clothes in your old one…would you? That would be ridiculous! – The same is true when you change jobs—why

would you maintain a retirement plan with your old employer?


Consolidate Your Accounts• Move your old retirement accounts over and

consolidate them if possible…

You have two basic options:

1. Your first option is to rollover your OLD employer-sponsored plan (401(k), 403(b), etc.) into your NEW employer-sponsored plan.

2. Or, you may rollover your employer-sponsored plan into an IRA account.


Consolidate Your Accounts• Don't pull your hair out!

Believe it or not, this is not too difficult to accomplish.

• You will need to complete a few forms and possibly make a phone call or two…when all is said and done the process is relatively painless.


Align Your Accounts With a Comprehensive Strategy

• Think of a dog-sled team. Many dogs are tethered together, working in unison to achieve one goal.

• Your accounts need to be working in unison to achieve your retirement goals. – ARE THEY?


Partner With a Professional

• A professional financial planner will help you develop and implement a comprehensive strategy.

• They will help consolidate your accounts.• They will simplify your life!


Simple. Efficient. Productive. Comprehensive.

• Sounds good doesn’t it? – Instead of having multiple accounts with old employers

and different investment companies, you can boil it down to a couple of accounts with a unified investment approach.

• Would you like assistance simplifying your financial life? – Contact me if you have any questions!



SEAN NISIL

Intentional StewardshipSN

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Date post:	11-May-2015
Category:	Economy & Finance
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3 Easy Steps to Simplify and Coordinate Your Retirement Accounts

Economy & Finance