Does the idea of money with your name on it sitting in a government account sound too strange to be true?

In this episode, I'm revealing the reality of unclaimed property—forgotten utility deposits, dormant college savings, and even retirement accounts that can end up swept into state funds. I'll show you how and why your assets might be turned over to the state, and the steps to find and reclaim them.

Tune in and discover how a few minutes could uncover a lost treasure and take control of your financial future.

Listen now!

Show highlights include:

• What "unclaimed property" means with examples and facts about their set dormancy periods. And what your state does with unclaimed property. (0:39)

• Discover how many Americans have unclaimed property and the record dollar volume of such assets returned to their rightful owners in 2024. (2:43)

• How exactly does property end up unclaimed? See if these scenarios are relatable. (3:32)

• Did you know that companies could lose track of you and your funds could end up with a different company? Why it happened to my client. (4:05)

• Unclaimed property laws for retirement accounts and how they get flagged for abandonment, liquidated and taxable—and a cautionary tale from Ed Slott and Company on inherited IRA issues, with IRS rollover rules. (5:59)

• Step by step: how to locate and recover your unclaimed property—for free, right now, officially, safely—in Washington and other states! (9:20)

• Five simple vital action steps to protect your money from going unclaimed. (11:00)

• Would you like your escheatment story to be featured on the podcast? Here's how to let me know. (12:47)

Reach out to me:

valerie@alphaomegawealth.com

https://www.linkedin.com/in/valerie-laroque-lacp-b569509
Infinite Banking Mastery (infinitebankingnorthwest.com)