Adam Talks

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


Listen Later

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.
...more
View all episodesView all episodes
Download on the App Store

Adam TalksBy Adam Bergman

  • 4.3
  • 4.3
  • 4.3
  • 4.3
  • 4.3

4.3

15 ratings