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How to Find Old 401K Accounts


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¹ Information from Capitalize’s’ “The true cost of forgotten 401(k) accounts (2023)” 401(k) limit increases to $23,000 for 2024, IRA limit rises to $7,000″ as of March 8, 2024: https://www.hicapitalize.com/resources/the-true-cost-of-forgotten-401ks/

² Information from Ascensus’ “Three things to know about your 401(k) statement” as of March 8, 2024: https://www.ascensus.com/resources/news-and-education/saving-for-retirement/tips-and-resources/three-things-to-know-about-your-401-k-statement/

³ Information from IRS’ “Rollovers from retirement plans” as of March 8, 2024: https://www.irs.gov/taxtopics/tc413

⁴ Information from IRS’ “Rollovers of retirement plan and IRA distributions” as of March 8, 2024: https://www.irs.gov/retirement-plans/plan-participant-employee/rollovers-of-retirement-plan-and-ira-distributions

⁵ Information from Ellevest’s “What happens to your 401(k) when you quit your job?” as of March 8, 2024: https://www.ellevest.com/magazine/retirement/401k-when-you-quit

⁶ Information from Human Interest’s “Why having multiple 401(k) plans is a bad idea” as of March 8, 2024: https://humaninterest.com/learn/articles/why-having-multiple-401k-plans-is-a-bad-idea/

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