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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.
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.
This creates a private checklist in your account.