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Archives for November 2022

Sopping up Leaky Retirement Accounts to Safeguard the Wealth of Rightful Owners

November 16, 2022 by Brian Baum, CPA

Sopping up Leaky Retirement Accounts to Safeguard the Wealth of Rightful Owners

Americans hold an estimated $7.7 trillion in retirement savings, mostly socked away in 401(k) and related retirement plans. These plans, and similar financial instruments outside the private sector, are brokered and managed by tens of thousands of registered agents and investment firms. Many more thousands of employers serve as middlemen to more than 100 million […]

Filed Under: General Information

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