The SECURE Act was a major step towards protecting retirees’ savings, and the proposed SECURE Act 2.0 would further build upon those benefits and protections. One key example: the creation of a national lost-and-found database for orphaned retirement accounts.
Fortunately, you don’t have to wait for the SECURE Act 2.0 to pass to claim your old retirement plans. This Kiplinger article explains what steps you can take to find and claim a lost retirement account — and potentially boost your retirement savings in the process.
This communication is for informational purposes only. No content or reference to a third-party article is intended to be a recommendation for the sale or investment in any product, strategy or service nor should it be perceived as individual advice. This commentary does not necessarily reflect the opinions of all employees or XML Financial Group and its affiliates (“XML”). XML is not responsible for any actions taken related to this information.
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