![]() ![]() It is important now and it is extra important later. I’m here to break that “generational curse”! Because that money is IMPORTANT. Sometimes we just need a little help, and with the way the market is, there is no time like NOW to get your affairs in order. Literally my face when I found out that this entire service is absolutely free… eyes WIDE open at that point!! They get paid for your rollover by the IRA provider. But thank GOODNESS that someone came up with this brilliant idea to help people like me take back control! They handle the process from start to finish - AND IT IS FREE!!!! □ I have 4 (I think?) that are being worked out. They literally do all of the heavy lifting to track down your old crusty dusty and potentially lost 401ks and make sure they end up safely in your possession, and invested in what YOU want them in! □□ So, imagine my shock, awe, and joy, when a friend told me about Capitalize, a free concierge platform to find and transfer your old retirement accounts into an IRA of your choice. But also could NOT be fine - and I personally would much rather control what my hard earned money is invested in and not pay fees every year to some random company I no longer am associated with! □What a lot of people don’t realize is that when you leave your 401k (or other company sponsored accounts) sitting with a former employer, whatever they are choosing to invest in is by default, what you end up with. I don’t forget but the effort it takes to fill out all of the paperwork and figure out where the money even lives overwhelms me and I say “forget it, I'll do it later”. Investing in our future is important, right? □Īnd then I have left the company and either one of two things has happened:Ģ. At every company that had a 401k option, I have taken it.
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