• Finding Lost Savings and Avoiding Rollover Mistakes

  • Mar 2 2025
  • Length: Less than 1 minute
  • Podcast

Finding Lost Savings and Avoiding Rollover Mistakes

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  • Summary

  • In this episode, we dive deep into the often-overlooked world of unclaimed funds, revealing how to track down forgotten savings accounts and uncashed checks. We then tackle the minefield of retirement rollovers, highlighting common errors that can cost you thousands in taxes and penalties. Finally, we provide actionable strategies to ensure your hard-earned money stays working for you, not against you.
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