There can be many potential benefits to reviewing your retirement accounts—for example, the potential for more effective management of your asset allocation, diversification, lower fees, more services, and better planning.

In or nearing retirement, everyone should begin to look closely at their funds. If you have IRAs, 401(k)s, and pension plans at multiple firms, you may want to consider reviewing your accounts.** At Truliant Financial Advisors one of our Financial Advisors can help answer your questions and find ways to potentially:

• Save money on annual fees
  
• Create opportunities to allocate, diversify, and rebalance
  
• Simplify required minimum distributions
  

To learn more about managing retirement accounts, contact us today to schedule a complimentary, no-obligation appointment.

**Before deciding whether to retain assets in an employer-sponsored plan or rollover to an IRA an investor should consider various factors including, but not limited to: investment options, fees and expenses, services, withdrawal penalties, protection from creditors, and legal judgments, required minimum distributions and possession of employer stock.