I’ve consolidated several over the last couple of years but still some ways to go:
- Primary checking and savings
- Another checking (not used much but free so have kept it open)
- His IRA x 2
- Her IRA x 2
- His Roth
- Her Roth
- Brokerage account x 3 (will consolidate to two at some point)
- 401k
- 403b
- HSA
- Primary checking and savings
- Another checking (not used much but free so have kept it open)
- His IRA x 2
- Her IRA x 2
- His Roth
- Her Roth
- Brokerage account x 3 (will consolidate to two at some point)
- 401k
- 403b
- HSA
Statistics: Posted by WonderWander — Wed May 29, 2024 12:59 am — Replies 12 — Views 789