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Season 2 Episode 5: Navigating 401(k) Challenges

Season 2 Episode 5: Navigating 401(k) Challenges

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 In this episode of Dime to Diamonds, Suzanne Porske, Mark Farquhar, and Rachelle Harp discuss the importance of tracking 401(k) accounts, especially when changing jobs. They highlight the challenges individuals face in locating lost retirement funds and the upcoming Secure 2.0 Act that aims to create a database for these funds. The conversation also covers the tax implications of retirement accounts, strategies for managing retirement income, and the importance of financial organization. They emphasize the need for individuals to be proactive in managing their finances and offer community support for those seeking assistance.

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