4min chapter

Jill on Money with Jill Schlesinger cover image

Getting Our Finances in Order

Jill on Money with Jill Schlesinger

CHAPTER

Streamlining Retirement and Investment Accounts for Better Financial Management

This chapter explores strategies for consolidating retirement accounts to enhance investment opportunities. It includes step-by-step guidance on rolling over funds to reputable institutions and evaluating 529 plans for better financial management.

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