Found Money: Do You Have Assets Sitting in Forgotten Retirement Accounts?

By Mark Rowlette | June 29, 2022 |

It may sound hard to believe, but I frequently help clients find money that they didn’t know existed (or just plain forgot about.) The majority of this “found money” is…

Narrator One of the biggest stressors when it comes to retirement is the obvious one. Will you ever have to worry about running out of money in retirement? Host Jordan Rich That is the key question and proper retirement planning working with the All Hands Analysis team can truly help. Here again is Mark Rowlette, founder and president of South Shore Retirement Services. Mark Rowlette (recorded) Most of our clients have a person when we meet with them, somebody who's helped them accumulate their wealth during their working lives. But distribution, going into retirement, starting to take money out of these accounts is a totally different animal. It's not just about returns. Returns are important, but strategizing on what's the best way to take this money out, how you should take it out, when you should take it out, and where you should take it from is critically important when you're transitioning into retirement. Host Jordan Rich Schedule your free 15-minute strategy call today. Just visit RetireSouthShore.com. Investment advisory services made available through AE Wealth Management LLC, AEWM. AEWM, and Seltzer Retirement Services are not affiliated companies.) Host Jordan Rich This is Jordan Rich reminding you that South Shore Retirement Services offers a number of ways to learn about a happy and safe retirement with frequent evening seminars at local fine-dining establishments. You can find the complete schedule and register for these seminars at RetireSouthShore.com. There are also regularly scheduled webinars. There's the retire South Shore Podcast series and the South Shore Retirement Services Newsletter. Information is power, and the All Hands Analysis team itself through retirement services is ready to inform, educate and reassure you in retirement. Again, visit RetireSouthShore.com. (end of prerecorded message -- music)

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Found Money: Do You Have Assets Sitting in Forgotten Retirement Accounts?

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