3 Reasons You Probably Left Money Behind in 2017 (and How to Get It Back)
3 Stupid Mistakes Everyone Makes (And How Not To) You dug up the cash. Congratulations. Now comes the ambush
3 Reasons You Probably Left Money Behind In 2017
When I switched jobs in 2017, I forgot my 401k. Turns out, I wasn't alone. Here's why it happens-and what I wish I'd known. 1. You never filled out a rollover form. Old plan kept the money, new plan never got it. It's not yours until you take it. 2. The address you gave them eight years ago is gone. They stopped looking. It sits in a federal vault labeled ‘unclaimed.' 3. You cashed it out. Paid taxes, took the hit, thought that was it. But you didn't-you just buried it deeper. Bottom line: It's still yours. Doesn't matter if Schwab or Fidelity owns the paper. You can reclaim it. One database, five minutes. That's all
If you found yours, great. If you don't know what to do next-just book 15 minutes. Calendly link below. No pitch, no pressure. Just help.
