Your Retirement Account Isn’t As Safe As You Think

  • Check your account often. Monitor the balance and your listed addresses, phone numbers, emails and the bank account details for receiving disbursements. Notify the company immediately if there’s anything amiss.
  • Use a secure username and password for online access to the account. My Privacy Code 2.0 report explains in detail how to do this.
  • Read every notice from your company about “recent changes to your account.” Sign up for email alerts to notify you when any changes are made.
  • Don’t choose security questions that scammers could find the answers for online or in social media, like your mother’s maiden name or favorite pet. In fact, if there’s an option, don’t use those at all — insist on direct account resets by phone, along with secure codes sent to your email or to a specialized, authentic app.
  • Avoid using public computers to access your account.

I saw a T-shirt the other day that said: “Vote for Nobody — After All, They’ve Always Looked After Your Interests.”

Cheeky, but true … and fully applicable to securing your precious retirement wealth.

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Bob Bauman’s Passport Book is your go-to reference guide any time you travel or live internationally … even if you only take short trips to Canada or Mexico. This important ...

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