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Retirement Preparation Checklist
Comprehensive checklist for preparing for retirement
Retirement Preparation Checklist
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A thorough checklist for Comprehensive checklist for preparing for retirement.
Checklist Items
- Estimate retirement expenses (monthly and annual)
- Calculate Social Security benefits (SSA.gov)
- Review 401k, IRA, and pension balances
- Meet with financial advisor for withdrawal strategy
- Plan Medicare enrollment (3 months before 65th birthday)
- Evaluate Medigap or Medicare Advantage plans
- Review and update estate documents (will, trust, POA)
- Plan for healthcare costs (long-term care insurance)
- Decide on Social Security claiming age
- Pay off or plan for remaining debts
- Create a retirement budget
- Plan for social engagement and purpose
- Consider part-time work or volunteering
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