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Is Your Old IRA Gathering Dust?

May 14, 2019

From the website

“Stop looking at your accounts.” You’ve probably heard or read that as a defense against making a rash emotional move with your investments during turbulent times.

That’s probably good advice, but it doesn’t mean you should take it to the extreme. A recent conversation I had kicked off when I was asked, “Hey, what should I do with my old IRA?”

After a few minutes of discussion, it was clear to me that this person needed to spend a bit more time looking at their accounts to get a handle on the way forward. Sound familiar?

Here are a few questions you should be able to answer regarding your IRA(s) before you determine your course of action:

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