Not Allowed To Link Retirement Accounts.

Discussion in Retirement Plans started by ptahm22 • Jan 26, 2017.

  1. ptahm22

    ptahm22Active Member

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    A certain couple posted in their social accounts and they were so upset. They're in their old age and they've fully paid for their home. They are a Christian couple so they believe in honesty and not keeping secrets. However, the agency responsible for their retirement plans has declined to link their retirement accounts. We all understand that such accounts need to be confidential but they feel like they are being offended. I don't see anything wrong with separating their accounts but, what are your thoughts?
     
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