RETIREMENT READINESS

A clearer conversation starts with a little preparation.

Use this simple checklist to organize your thoughts before discussing your retirement goals.

YOUR STARTING POINT

Prepare at your own pace.

This checklist is a conversation aid, not an assessment of whether you can retire. Your selections stay in this page and are cleared when you reload it.

0 of 6 preparation steps complete.

Discuss your next steps

I have identified my retirement goals and a possible timeframe. I have gathered statements for retirement plans and other relevant accounts. I have listed regular expenses, debts and expected income sources. I have noted questions about military or employer benefits. I have reviewed my protection needs and beneficiary information. I have written down questions for a qualified professional.