Over the course of your career, it’s easy to accumulate multiple 401(k)s, IRAs, and investment accounts across different employers and institutions.
The result: more statements, more fees, more complexity, and less clarity.
FaithWise can help you evaluate whether consolidating retirement accounts into a single IRA supports your long-term financial and stewardship goals.
A consolidated IRA may help provide:
See your retirement savings in one place.
Reduce the burden of managing multiple accounts.
Coordinate your investments, retirement strategy, and values.
Make beneficiary, giving, and legacy planning easier to manage.
If any of these apply to you, we recommend evaluating your options.
Discover:
Our advisors can help you assess retirement accounts from previous employers and determine whether consolidation into a FaithWise IRA may be appropriate for your financial goals.
