Salient to Investors:

Ellen E. Schultz writes:

  • Rolling accounts that have the same tax-deferred treatment into a single giant IRA makes it easier to monitor returns, rebalance your portfolio, diversify your assets, take required distributions, compare fees, and update your profile
  • Consider moving your taxable accounts to the same mutual-fund firm or brokerage as your IRAs.
  • Cutting the number of credit cards helps you avoid missing payments and saves time checking statements for errors and fraud.

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