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Home Personal Accounts Investing Consolidating Retirement Accounts

Consolidating Retirement Accounts

In or nearing retirement, everyone should begin to look closely at their funds. If you have IRA's, 401(k)'s and pension plans scattered all over, you may want consider consolidating your accounts. At Mid American Credit Union, CFS* Financial Advisor Steve Yokum can help you. He is here to answer your rollover questions and find ways to:

  • Potentially save money on annual fees
  • Create opportunities to allocate, diversify, and rebalance in one portfolio
  • Offer valuable estate planning features
  • Simplify required minimum distributions
  • Provide access to one easy consolidated statement¬†¬†

To learn more about consolidating retirement accounts, contct Steve Yokum today to schedule a free, no-obligation appointment at 316-722-3921, ext. 182 - Fax 316-722-1849 - This e-mail address is being protected from spambots. You need JavaScript enabled to view it or visit Mid American Credit Union, 8404 West Kellogg Drive, Wichita, KS 67209

Mid American Credit Union8404 West Kellogg DriveWichita, KS 67209316.722.3921Fax 316.722.0920Privacy Policy