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We will bring you stories from the US and the UK regarding cross border tax planning, management of international pensions, retirement and pension planning for US non-residents and US residents, and all manner of financial news items from the UK and the US.

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This communication is for informational purposes only and is not intended to constitute, and should not be construed as, investment advice, investment recommendations or investment research. You should seek advice from a professional adviser before embarking on any financial planning activity. Whilst every effort has been made to ensure the information contained in this communication is correct, we are not responsible for any errors or omissions.

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Consolidate your 401ks into an IRA for Legacy Planning

A 401(k) can be a bedrock part of your retirement and legacy planning in the US, but what do you do if you feel that yours is no longer the right vehicle for your long-term strategy or you find yourself struggling as you try to balance multiple small accounts from several jobs?

Of course, not everyone takes the same approach to their old 401k(s) once they move to a new workplace: many workers opt to leave their money in the plan while a minority will transfer it into a IRA.

However, the majority may be missing an opportunity; IRA consolidation is a way to avoid the drawbacks of remaining invested in an unsuitable 401k plan while also opening up many potential benefits.

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