Not quite retired but may be forced to within a couple of years.
Question: Is it necessary or worthwhile to consolidate the 2 or 3 mutual fund family IRA's, Rollover IRA's, 401(k)s, etc and a discount brokerage Rollover IRA to one Fund family and one discount brokerage.
To be a bit more specific, transfer majority of American Century and Janus tax deferred IRA's, Rollover IRA's, 401(k)s to Vanguard and keep the discount brokerage Rollover IRA to try my hand at conservative investing.
Any comments or suggestions?
Question: Is it necessary or worthwhile to consolidate the 2 or 3 mutual fund family IRA's, Rollover IRA's, 401(k)s, etc and a discount brokerage Rollover IRA to one Fund family and one discount brokerage.
To be a bit more specific, transfer majority of American Century and Janus tax deferred IRA's, Rollover IRA's, 401(k)s to Vanguard and keep the discount brokerage Rollover IRA to try my hand at conservative investing.
Any comments or suggestions?