Retirees, Do You Have an ABANDONED 401K from Long Ago?!? | $55,000 Average

Описание: Here is a shocking fact, 20% of all 401k assets are forgotten and never claimed! This amounts to $1.39 Trillion of the $6.7 Trillion pool of 401k assets in existence. This video shows you what to do if you think you might have a forgotten 401k. It outlines how it happens and more importantly how to locate yours! With an average balance of $55,000, an abandoned 401k from your distant past can make a big difference in your retirement, and it is money you are absolutely owed!


LINKS MENTIONED IN THIS VIDEO
SSA Earnings Form
SSA.Gov/forms/ssa-7050.pdf

Lost 401k Letter Template
HolySchmidt.com/lost401kletter

National Registry of Unclaimed Retirement Benefits
https://unclaimedretirementbenefits.com/

Free ERISA
FreeERISA.com

Department of Labor Abandoned Plan Database
https://www.askebsa.dol.gov/abandoned...

FREE Retirement Ready Checklist:
https://HolySchmidt.com/Checklist/

Holy Schmidt Book Club:
https://holyschmidt.com/book-club/

Important Links:

Follow Me on Instagram:
  / the_schmidtlist  

Geoff's Facebook Page
  / geoffreymschmidt  

Federal Reserve Board Survey of Consumer Finances:
https://www.federalreserve.gov/econre...

Social Security Administration Application for Benefits
https://secure.ssa.gov/iClaim/rib

Current Social Security Cost of Living Adjustment
https://www.ssa.gov/cola/

Social Security Payment Estimator
https://www.ssa.gov/benefits/retireme...


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Disclaimer: this video is for educational and entertainment purposes only and is not meant to be a substitute for legal, accounting, tax, or professional advice. If you have any specific questions about any legal, accounting, tax or other professional service matter you should consult the appropriate professional services provider.