Your Retirement Planning Checklists Whether you are thinking about retiring next year or many years from now, there are several things you should consider as you plan for your retirement. Please review the checklists below as you plan. As always, we are here to help as you work through each topic.
6-10+ Years from Retirement
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Outline your retirement goals (where you want to spend retirement, who you want to spend it with, what you want to do, etc.)
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Determine if your savings align with your goals and, if not, what you can do now to address any discrepancy
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Ensure you’re maximizing the opportunities you have to save for your retirement (401ks, IRAs, etc.), taking advantage of catch-up contributions if you are age 50 or older
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Pay off debt, prioritizing higher-interest rate debt first
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Ensure you have a will and that the will is up to date
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Ensure your financial advisor is aware of your goals and that you are invested appropriately based on those goals
Y o u r R e t ir e m e n t P l annin g C h e c k l i s t s
