Retirement planning checklist

  • Save as much as you can in your retirement accounts.

  • Don’t be shy about asking for professional advice.

  • Prepare a budget for your expenses in retirement.

  • Plan to pay off your debt.

  • Consider purchasing an annuity.

  • Plan to withdraw from your retirement accounts.

  • Determine the age at which you’ll retire. 

  • Sign up for Medicare and Medigap. 

  • File for your Social Security retirement benefits. 

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