• Managing Forgotten 401(k)s

  • May 23 2024
  • Length: 14 mins
  • Podcast

Managing Forgotten 401(k)s

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  • Summary

  • Are you one of the millions leaving retirement funds unclaimed? Surprisingly, neglected retirement accounts are more common than you might think. With 29 million forgotten 401(k) accounts holding over $1 billion in assets at the end of 2023, it's important to take action and reclaim your retirement savings.

    In this episode, June shares insightful advice on how to locate and manage these forgotten accounts and even shares the story of a new client who had over $70,000 in an old 401(k) that she didn’t know about.

    Here’s some of what we discuss in this episode:

    0:00 – Intro

    2:06 – Contacting your former employer

    3:58 – Options for rolling over 401(k) accounts

    7:39 – Making sure nothing is overlooked with an advisor

    10:43 – Final thoughts

    Get your Retirement Transition Success Kit: https://www.tag-pa.com/tv

    Schedule an appointment: https://www.tag-pa.com/contact

    Find us on YouTube: https://bit.ly/3SLNt4Z

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