Equipping Points:
Do you have an old account laying around collecting dust, so to speak? Instead of forgetting about these, it’s important to find them, assess them, and get them up-to-date. It may even be an easier process than you think.
We’ll talk in this episode about some of the common examples of accounts most people might have that could use a review. Plus, we’ll share some of the opportunities that might be available for the accounts.
Reach out to a financial advisor if you need help digging up these accounts and getting them in the right place to better serve your needs.
Here are the old accounts people tend to neglect or forget about:
- An old 401(k) might be out there. 1:09
- Life insurance policies should be reviewed. 2:44
- Savings accounts could be earning interest right now. 5:11
- Pensions might carry an opportunity. 8:33
If you have any questions about what we discussed on the show or want to follow up with any financial planning questions of your own, get in touch with us and schedule a visit here.
Today’s Takeaway:
Related Episodes:
SECURE Act 2.0 – What Retirees Need to Know
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