Personal Investments • Request Review of Retirement Accounts Consolidation!

For the sake of your heirs, I would recommend simplification / consolidation.

Regards,

and for the sake of self. I got dizzy scrolling OP. I used to keep data on Quicken - many, many years ago. Drove hard do consolidate. Now all I have to do is log in and go "hmmm." Still have a few remaining runts to clean up (DAF fodder) and some account rationalization on my wife's side but for the most part, it is hands off.

Statistics: Posted by jebmke — Mon Jul 08, 2024 10:14 am — Replies 8 — Views 681

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