Broker Check

Request for: What Issues Should I Consider Before I Retire?

Congratulations!  You are finally looking to make the move and Retire....But not having done this before, what steps do I need to take?  This checklist can help make sure you don't miss any important considerations.

What are the Eligibility Issues?
Cash Flow Issues?
Debt Issues?
Tax Planning and Other Concerns?

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?

Please send me the Checklist: What Issues Should I Consider Before I Retire?

Thank you!