December 23, 2024

Are there any pitfalls to having my retirement savings in two brokerage accounts? I have $900,000 in an IRA and 401(k).

 Are there any pitfalls to having my retirement savings in two brokerage accounts? I have $900,000 in an IRA and 401(k).

Are there any pitfalls to having my retirement savings in two brokerage accounts? I have $900,000 in an IRA and 401(k).

“I’m 52 years old and I don’t plan on drawing from my IRA until my required minimum distribution.”