How to consolidate your retirement accounts - Vanguard

Here is the link.

6:00 - 7:38/ 8:59


The first year
The setup
401(k) = $250,000
403(b) = $60,000
IRA = $200,000
Social Security = $975/ month
Pension = $445/ month
Possible freelance = $200/ month

6:18/8:59

Marsha consolidates her 401(k) and 403(b) into her IRA = $510,000.
Marsha invests her IRA savings in Vanguard Managed payout Growth and Distributed Fund = $1,926/ month (estimated initial payout in 2010).

$1,926 (Managed Payout Growth and Distributed Fund - estimated initial monthly payout in 2010)

$975 (social security)
+445 (pension)

----------------
$3,346 (estimated)

$486,888 remaining savings balance: