What if a forgotten retirement account is still sitting somewhere with your name on it? Katherine Groce and Lawrence Kiely discuss the growing number of overlooked 401(k) accounts and why so many people lose track of retirement savings when changing jobs. They explain how old accounts, scattered investments, and multiple financial institutions can make it difficult to see the full picture of your finances. The conversation explores the benefits of consolidation, the challenges families can face managing multiple accounts later in life, and why understanding where your assets are may be an important step in retirement planning and organization.
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