XML Financial Group Blog

Have a Retirement Account from a Previous Job? Here’s How to Find It

Written by XML Financial Group | Sep 21, 2021 2:00:00 PM

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.

Click here to read

 

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