Avoiding 401(k) Rollover Mistakes & Unlocking Lost Retirement Accounts | Episode 13
Update: 2025-09-13
Description
Did you know there are more than 29 million forgotten 401(k) accounts in the U.S.? In this episode, Rob Romesburg breaks down one of the biggest missed opportunities in retirement planning and shows advisors how to turn it into a powerful growth strategy.
Rob shares the most common 401(k) rollover mistakes, how to help clients avoid unnecessary taxes and penalties, and steps to track down and consolidate lost retirement accounts. See how positioning yourself as the go-to expert on rollovers can deepen client trust and open the door to long-term relationships.
If you want to protect your clients’ retirement savings and grow your practice with strategies most advisors overlook, this is an episode you don’t want to miss.
Rob shares the most common 401(k) rollover mistakes, how to help clients avoid unnecessary taxes and penalties, and steps to track down and consolidate lost retirement accounts. See how positioning yourself as the go-to expert on rollovers can deepen client trust and open the door to long-term relationships.
If you want to protect your clients’ retirement savings and grow your practice with strategies most advisors overlook, this is an episode you don’t want to miss.
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