I have received so many calls from clients over the past two weeks about old 401(k) accounts they just learned about from former employers. My clients are learning about these accounts because their former employer is changing the plan and want them off the plan. Please, DO NOT LEAVE FUNDS WHERE YOU ARE NOT!
If you are changing careers by choice, loss of position, or retirement, get a copy of your latest 401(k) statement and file it some place safe and assessable.
I am happy to help you roll over those funds but I do not want you to be put in the place of getting a check in that mail for funds that are now taxable because you left your account with your former employer.

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