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Personal Investments • Portfolio advice for a 50 year old married couple

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Both His 401(k) and Her TSP has excellent line up of funds. I don't see a reason to maintain a separate Rollover IRA. Why not consolidate and simplify the number of accounts?

His rollover IRA --> His 401(k)
Her rollover IRA --> Her TSP.

Then it's just 2 accounts per person: a retirement plan, and a Roth IRA.

Statistics: Posted by lakpr — Wed Sep 18, 2024 7:34 pm — Replies 5 — Views 798



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