The Worry of Retirement

Feb 09, 2025By Basiliso moreno
Basiliso moreno

If you are on my email list, you saw my last email about my focus going into 2025 was to finally roll over my old Roth IRA accounts and my Traditional IRA accounts.  It has been overwhelming at times, getting mail from all the different accounts I have.  Since 2019, I have had Five 9-5 jobs and having these different accounts in these former jobs. 

Well yesterday I finally went to my local Charles Schwab office and rolled over one Traditional IRA account and two Roth IRA accounts.  The rollover process has definitely been a learning experience.  It has been time consuming but I know my future me with thank me current me.

I still have a ways to go before retiring.  I'm sure many of you feel you have to play catch up, save, invest in order to have enough money to retire.  You are not alone.  I'm in the same boat.