Retirement Plan Checklist

Retirement Planning Is Complex
A Checklist May Help

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30 Checklist Items to Gauge Your Retirement Readiness 

Determine what to address by assessing every aspect of your retirement plan, including: 

  • Investments 
  • Taxes 
  • Risk Management 
  • Social Security 
  • Estate Planning 

Age-Based Timeline of Events

Prioritize your retirement planning based on key decisions to make at these ages:

  •  50, 55, 59.5, 60, 62, 65, 66 – 67, 70, & 72

Date-Based Timeline of Events 

Track your retirement plan progress based on what you should be doing when you are:   

  • 10-15 years from retirement 
  • 5 years from retirement 
  • 2-3 years from retirement 
  • 1 year from retirement 

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