Smart Money Tip: Track Down that Old 401K

Jun 17, 2021

Track Down that Old 401K. Many people have 401(k)s from old jobs that they never took the time to rollover into their current 401(k) or another retirement account. Doing this helps you organize your retirement savings, and combining your investments into one place will give you a better idea of where you stand now and what you have to do to work toward the retirement of your dreams.

DO THIS TODAY: Start by logging into that old account and downloading the rollover paperwork. You can then fill out and submit the rollover paperwork— that is if you have a new, active retirement account— and the transfer process will begin, just like that.