Rescuing Old Accounts

Do you have an old account laying around collecting dust, so to speak? Instead of forgetting about these, it’s important to find them, assess them, and get them up-to-date. It may even be an easier process than you think.

 

Here are the old accounts people tend to neglect or forget about:

• An old 401(k) might be out there. (1:09)
• Life insurance policies should be reviewed. (2:44)
• Savings accounts could be earning interest right now. (5:11)
• Pensions might carry an opportunity. (8:33)

 

Get in touch with the Peterson Financial team: https://petersonfg.com/