Before we start up a new financial series, Ben’s going to open up the mailbag and answer a few questions from listeners that address retirement checklists, military pension benefits, and consolidating all of those retirement accounts you own.
Show Notes and Additional Resources: https://www.baschrock-fg.com/podcast/ep-18-retirement-checklist-pensions-more-mailbag-questions/
Today's Rundown:
0:50 – How’s the new year going?
2:35 – Financial dictionary: Tax-loss harvesting
4:30 – Is this something you do late in the year or can it be done early in a year before tax season?
5:43 – Mailbag question: I’ll be retiring in one year. What’s on the list of things I need to do before I officially walk away?
8:54 – Mailbag question: My husband’s military pension is a very nice monthly benefit but I don’t get any of it after he dies. It’s nothing we can change now so how do we address this problem moving forward?
11:25 – Mailbag question: I’m a little overwhelmed by how many accounts we have. We’ve moved around to a lot of different jobs. Between my wife and I we have 6 401ks, 3 IRAs, 2 Roth IRAs, 2 small pensions, a 403b, and individual stocks. How much do you think we can consolidate and how will that all work?
