The average person has 12 jobs over the course of their career. That could mean A LOT of 401(k) accounts! The good news is that you have options and consolidating your 401(k) accounts has its benefits.
It’s time to simplify your life! Contact us today to find out how Copper Leaf Financial can help you consolidate your accounts and have everything in one place.
Copper Leaf Financial is an affiliated and separately registered entity of the Davis & Hodgdon Advisory Group.
This information was developed as a general guide to educate plan sponsors and is not intended as authoritative guidance or tax/legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation.