Learn new thing today

Learn something new at work. If clients don't communicate with the advisor for 2 years, it goes to unclaimed property automatically. Of course, I had to check Iowa unclaimed property to see if there was old 401k I forgot about. Nothing for me. Found 149 claims under my last name. Mostly refunds and a few inherited accounts. If you have financial advisor, make sure you speak to them and not ignore them cause you like the status quo.

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