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Rescuing Your Abandoned 401(k)s

Rescuing Your Abandoned 401(k)s

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Unlike Little Orphan Annie who found her happily ever after, an abandoned 401(k) might not find a proper home for years, sometimes even decades.

When plans are walked away from and forgotten, they lose the opportunity to thrive and fulfill their intended purpose. You need to rescue your abandoned 401(k)s!

Gain the motivation to reclaim your lost wealth as Dennis O’Keefe explains the complexities of managing multiple 401(k) accounts, the challenges of orphaned accounts, and the importance of consolidation. 

Key takeaways from this episode include: 

  • Why consolidating multiple 401(k) accounts makes it easier to track investments
  • How to prepare for the process of dealing with 401(k) providers
  • Rolling old 401(k) accounts into a self-directed IRA allows for more control and investment options
  • The need to stay proactive and informed about your retirement savings to ensure a secure financial future
  • And more!  

Connect with Dennis O’Keefe: 

 

All content presented is for educational purposes only and should not be construed as an endorsement of any third party, or as a solicitation or offer to sell securities or provide investment, tax, legal, or consulting services, and should not be acted upon without obtaining specific advice from a qualified professional. 

We believe the information presented to be reliable but is not guaranteed as to its accuracy or completeness. All examples are hypothetical and for illustrative purposes only. Any opinions or statements by third parties are their own and may not be representative of the experience of others or indicative of future investment performance or success. No compensation has been exchanged for any testimonials, endorsements, and/or recognitions.