Hello,

Client has 2 Rollover IRAs we manage. Same beneficiaries (primary and contingent as well as %s). One worth $425k (opened 07/15/20); the other $325k (opened 03/20/09).

Any reason not to combine them?

We were going to do so to (a) consolidate (keep 1 less account) and (b) better manage the portfolio.

Thanks.

Jason