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So I just needed to make more space on our bookshelf at home. These retirement plan statements keep coming, and I just keep shoving them in a huge folder on the shelf. But I started really looking at them recently, then organizing them by asset manager — Vanguard, Fidelity, Charles Schwab, etc. — when I realized our (that is, my husband’s and my) retirement portfolio should be organized and up-to-date.
I have to say it is a work in progress, since we both have had a lot of different retirement accounts from a lot of different jobs over the years (more on that below). As I figure out what to do with this wealth (no pun intended) of retirement plan account statements, I am looking ahead to a new administration, and, as a retirement editor, I am focused on what we can expect looking to the future, and more specifically, 2025.
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