5 Steps for Tracking Down Lost Money

Charles Sachs, chief investment officer at Kaufman Rossin Wealth, was interviewed by AARP to provide insight on the best ways to track down lost money.

Article Excerpt: “First, make a list that includes every employer where you contributed to a 401(k), suggests Charles Sachs, a CFP at Kaufman Rossin Wealth LLC in Miami, Florida. Next, call each one to see if they still have an account in your name, and update your contact information, if needed. Reaching out to them is the only way to find out where you stand, Sachs says. “It’s common for our clients to discover one or two old plans where they still have funds.”

Read the full article on AARP.com

Charles Sachs, CFA, CFP®, is a Chief Investment Officer at Kaufman Rossin Wealth, LLC, a Registered Investment Adviser.