There you go. Simple steps for your retirement accounts that will
keep you out of trouble during your move. Once you settle in,
then it’s a great time to find a new local financial advisor to keep
you on track with your planning. Welcome to Austin!
ABOUT THE AUTHOR | Michael Reese, CFP®, CLU, ChFC has specialized in retirement planning for over 18
years. He is a frequent industry platform speaker and has trained over 1,000 financial advisors throughout the
country regarding retirement planning and tax planning strategies. You can find out more about Michael at
making smart choices
WITH YOUR RETIREMENT ACCOUNTS
Written By Michael Reese
You’re moving. It’s an exciting time and you have a lot going on. Your
“to-do” list is likely growing by the moment, and you wonder if you’ll
have time to get it all done. But don’t worry, you will make it through.
While you are in the moving phase, you are very likely not worrying
a whole lot about your retirement accounts. They are probably close
to the last thing on your mind. And that’s okay for now. Odds are
that a few months one way or another are not going to blow your
retirement planning out of the water. But at the same time, you want
to be smart and not make that BIG mistake. When it comes to your
retirement accounts, a BIG mistake can lead to thousands lost in
excess taxation or potential market losses.
With that in mind, here is a simple three step checklist that should
help you keep your retirement accounts on track during the
moving phase of your life.