Caryn Montague · @LTDClaims
3 followers · 2 posts · Server med-mastodon.com

Once or twice a year, I share my checklist for what to do ahead of filing or during a disability claim. You know....places to look for benefits in addition to your group plan. I need to add, "Check for forgotten 401K and other monies (bank accounts, gifts, closed funds, etc.) tucked away in State Treasuries and other Exotic Places" to that list.

financial-planning.com/news/wi

#401K #Treasuries #FindMoney #benefits #pension

Last updated 2 years ago