What Military Spouses Can Do With Multiple 401ks

A military spouse’s retirement is an important part of a military family’s retirement planning. Thankfully more and more military spouses are taking advantage of using Individual Retirement Accounts or employer 401ks to save for their future. The challenge for military spouses is to decide what to do in situations where you have multiple 401k accounts because of your many job changes due to PCSing. In this episode, I talk with Patrick Ortman, a military spouse and a Certified Financial Planner on best practices military spouses can use to help them make decisions and manage multiple 401ks. Patrick founded Ortman Financial Planning in 2016, a financial planning and investment management firm located in Bethesda, MD. He has a strong focus on his clients’ overall financial well-being and recognizes that money is only a tool to help achieve the vision each person has for their life. Show notes can be found here: https://laceylangford.com/podcast/multiple-401ks/