Let's celebrate when it happens. That next stage of life, called Retirement (However you define it for yourself). And because it is a significant transition in life, there are certain things to be aware of. This checklist can be a helpful tool to make sure that we don't overlook any of the critical considerations, such as:
- Do I Have Enough Cash Flow?
- Social Security?
- Pensions?
- Retirement Distribution Requirements?
- Health Insurance?
- Medicare Options?
- Retirement Tax Planning?
- How Much Do I Have To Distribute?
- How Much Can I Distribute Without Negative Tax Implications?
- Roth Conversions?
- Charity?