vanguard

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.