Retirement Plan Horror Stories, Ep #202

There’s so much we can overlook with retirement plans. Here at Financial Symmetry, we are constantly finding ways to help you be aware of retirement opportunities and rules and improve your wealth. 

On this special Halloween-themed episode of Financial Symmetry, Allison has come up with some retirement plan horror stories to spook you. Listen in to ensure that these horrors don’t ruin your retirement plans. 

Outline of This Episode

• [1:42] Zombie plans
• [5:02] Orphaned accounts
• [7:37] Bitten by technicalities
• [15:32] The monster mash
• [23:30] Frankenstein plans
• [28:52] Learn how we can help

Resources & People Mentioned

• Episode 200 - Should I Roll Over My Retirement Account to an IRA?
• Ed Slott

Connect With Chad and Mike

• https://www.financialsymmetry.com/podcast-archive/ 
• Connect on Twitter @csmithraleigh @TeamFSINC
• Follow Financial Symmetry on Facebook

Subscribe To This Podcast

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