retirement-accountsMany folks have retirement plan accounts with prior employers and are not sure about the best way to manage all of them. In some cases, individuals have multiple prior employer 401(k), 403(b) and/or pension plan accounts and are really confused about them. The good news is that most of them can be rolled over into a single Rollover IRA and managed in one account. The IRS published a Rollover Chart (link below) that can help you determine the type of accounts that can be rolled together. Better yet, we at Meld Financial can do the leg work for you. Simply contact us at meld@meldfinancial.com and we can take a look at your retirement plan account statements and point you in the right direction.

Rollover Chart