Retiring Soon Checklist

Is Retirement here or on the horizon?


Please reference this list for potential to-do items to consider to help you start on the path to your next great adventure.

Talk to your financial professional about:

☐ Your specific retirement needs

☐ Your current asset inventory

☐ Your risk profile

☐ Withdrawal strategies

☐ Do I need to move retirement plan assets

☐ Action steps to help eliminate debt

☐ Social security withdrawal strategies

☐ Ensuring your beneficiaries are up to date on all of your retirement accounts

Additional action items:

☐ Consider contacting a professional to discuss your Medicare eligibility and benefits

☐ Consider scheduling an appointment with your local social security office to begin your social security benefits application

☐ Talk to a professional about any tax incentives or available deductions

>> Click here to download this checklist 

Let’s Start Something new
Say Hello!

Still have questions? Ready to see if we’re a good fit? Don’t worry we’ll answer all your questions. Submit the form below and our team will contact you as soon as possible!