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Episode 337 - Preventing Retirement Account Scams and Elder Abuse

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Manage episode 381316847 series 1320079
Indhold leveret af Dennis Prout and Shea Petaja. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Dennis Prout and Shea Petaja eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

The September 2023 edition of Ed Slott’s newsletter comes with stories and insights about elder abuse, where scammers within families steal retirement account funds, resulting in significant losses as well as tax penalties. This is another example of why accountability needs to prevail within families, especially when larger retirement account balances are involved. Of course, on top of the losses are the significant issues related to family and the difficulty in many cases of ever getting these funds returned. On today’s show, we’ll discuss what to do to arm yourself and your loved ones against this threat. Also, Heidi will discuss how to avoid scams and scammers, and how cyber security plays a key role in protecting yourself. Deann joins us as well to bring the stats related to our subject and shed more light and learning on this.

Tune in and take control!

  continue reading

108 episoder

Artwork
iconDel
 
Manage episode 381316847 series 1320079
Indhold leveret af Dennis Prout and Shea Petaja. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Dennis Prout and Shea Petaja eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

The September 2023 edition of Ed Slott’s newsletter comes with stories and insights about elder abuse, where scammers within families steal retirement account funds, resulting in significant losses as well as tax penalties. This is another example of why accountability needs to prevail within families, especially when larger retirement account balances are involved. Of course, on top of the losses are the significant issues related to family and the difficulty in many cases of ever getting these funds returned. On today’s show, we’ll discuss what to do to arm yourself and your loved ones against this threat. Also, Heidi will discuss how to avoid scams and scammers, and how cyber security plays a key role in protecting yourself. Deann joins us as well to bring the stats related to our subject and shed more light and learning on this.

Tune in and take control!

  continue reading

108 episoder

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