For one reason or another, you may find yourself in a situation where you've lost track of a retirement account like a 401(k) or pension.
There are several ways this can happen:
Luckily, there are several handy but little-known ways to retrieve retirement account information:
Once you've located a lost retirement account, you can roll it over into an IRA if it's yours, or you can take several approaches if it is an inherited asset. Reach out if you'd like to discuss your options regarding tax-advantaged retirement accounts.