Is Your Old Boss Holding Your Money? 2026 Retirement Rollover Rules

1015.Are you guilty of leaving "orphan" retirement accounts behind at old jobs? In 2026, failing to manage these funds leads to fiscal drag and unnecessary fees. In this episode, Laura shares essential money management tips to help you rescue your old 401(k) or 403(b) and stop leaving money on the table. We cover the 2026 technical shifts you need to know, including the SECURE 2.0 Act "force-out" rules and how to practice financial gymnastics to keep your investments growing tax-free. Whether you’re moving to a new employer or joining the creator economy with a side hustle, you’ll learn the four best options for your old accounts—and the $30,000 mistake you must avoid. Upcoming Wedding Series Coming Up: We want your questions about wedding finances! Whether you're the bride, groom, or a guest, send us your questions about budgeting for the big day. Email: money@quickanddirtytips.com or leave a voicemail: (302) 364-0308. Money Girl is a Quick and Dirty Tips Podcast hosted by Laura Adams. Discover more from Money Girl! Facebook Newsletter Transcripts available at QuickandDirtyTips.com . Hosted on Acast. See acast.com/privacy for more information.

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Is Your Old Boss Holding Your Money? 2026 Retirement Rollover Rules is an episode from Money Girl's Quick and Dirty Tips for a Richer Life by Macmillan Holdings, LLC.

This episode is 16:11 long.

This episode was published on Apr 29, 2026.

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