Retirement planning checklist
Use this checklist to guide you through one of the most exciting stages in your financial life—preparing to retire!
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Save as much as you can in your retirement accounts.
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Don’t be shy about asking for professional advice.
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Prepare a budget for your expenses in retirement.
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Plan to pay off your debt.
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Consider purchasing an annuity.
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Plan to withdraw from your retirement accounts.
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Determine the age at which you’ll retire.
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Sign up for Medicare and Medigap.
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File for your Social Security retirement benefits.
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