Absolutely! Consolidating your old retirement accounts into Icon is a smart move to keep track of your savings and potentially reduce fees. It's commonly known as "rolling over" your accounts. While there may be advertisements for "free" accounts in the industry, it's important to understand that all retirement accounts have fees, and some can be quite high.
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At Icon, we provide a streamlined process for rolling over your old accounts. We use a direct transfer method to ensure a smooth transition without tax consequences. If you're interested in consolidating your old accounts into Icon, we're here to assist you every step of the way. Simply reach out to us through the app, and our dedicated team will guide you through the process, ensuring a hassle-free experience.
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Consolidating your retirement accounts with Icon not only helps you simplify your financial picture but also puts you in control of your retirement savings, allowing you to make informed decisions for a secure financial future.
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