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Episode 466: How the SECURE Act 2.0 Helps You Reclaim Forgotten 401(k) Funds

EPISODE · Dec 10, 2024 · 5 MIN

Episode 466: How the SECURE Act 2.0 Helps You Reclaim Forgotten 401(k) Funds

from Adam Talks · host Adam Bergman

Adam Bergman discusses a critical development in retirement planning: the new "lost and found" system under the SECURE Act 2.0. This initiative will help millions of Americans track down unclaimed retirement funds from past employers, which could include 401(k)s or profit-sharing plans they weren’t aware of. Adam dives into how it works, potential privacy concerns, and the regulatory hurdles.

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Episode 466: How the SECURE Act 2.0 Helps You Reclaim Forgotten 401(k) Funds

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