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