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Does it make sense to consolidate your retirement accounts? Like many issues, the answer is, “It depends.” Here are some pros and cons to consider before rolling all your retirement accounts into one.

Even the closest families can be fractured by disagreements after a loved one’s passing. This is especially true when it comes to inheriting assets. While you might imagine your children getting along seamlessly, it’s important to plan for all possibilities.

If you’re an employer or plan sponsor, you have the ability to help make saving for retirement simpler, friendlier, and more effective for everyone.

Now is the time to review your 401(k) strategy and confirm your plan aligns with the latest rules, whether you’re an employer ensuring compliance or an employee maximizing contributions.

The IRS stopped accepting paper checks for tax payments on September 30, 2025. Find out why the rule changed and how to pay taxes electronically.

Learn how federal employees in Vienna, Virginia can coordinate TSP, pensions, and taxes with a fiduciary advisor for a more confident and efficient retirement plan.

In the world of retirement planning, few tools stir as much strategic debate as the Roth conversion. Converting pre-tax retirement assets from a traditional IRA or employer-sponsored plan into a Roth IRA can offer incredible long-term tax advantages—but it’s not without its risks.

Watch the video “5 Tax Strategies for the Affluent Investor” to learn expert strategies on tax management. Get practical tips from Savant Wealth Management.

Take the time to process your feelings and prepare yourself for the challenges and rewards of a new beginning. Consider seeking support from friends, family, or a therapist to help you navigate the emotional rollercoaster of moving.

Explore Savant’s 2025 Market Review: a year defined by AI-driven transformation, policy surprises, and global market shifts.

Learn how sequence of returns risk can impact your retirement withdrawals. Discover strategies designed to help protect your long-term wealth.

Learn how to spot and avoid investment group imposter scams. Get tips from FINRA and Savant Wealth Management to help you recognize and report fraud.