Pre-retirement checklist: 10 tasks to complete

If you want to do retirement right, you’ll need a checklist. But what tasks should be on your pre-retirement checklist? Here’s what experts had to say. Are you sure you want to retire? First, revisit your retirement date. “For some, making a decision to stay on the job an extra year or two beyond your planned retirement date will enable you take advantage of your company’s match in your 401(k) plan, delay triggering Social Security to maximize monthly payouts later, and accumulate more money in your savings,” says Sandra Timmerman, a nationally recognized gerontologist. Read more…

 

This posting is presented for informational purposes only and does not represent legal or financial guidance. Any opinions or interpretations presented are either those of the original author or, in the case of articles authored by the AMAC Foundation, are the opinions of AMAC Foundation staff, originally trained and accredited by the National Social Security Association (NSSA) and certified via the AMAC Foundation. Any links included in the article are valid on the posted date; socialsecurityreport.org cannot guarantee the duration of the links’ validity. NSSA and the AMAC Foundation and its staff are not affiliated with or endorsed by the Social Security Administration or any other governmental entity. To submit a question, visit our website (https://amacfoundation.org/services/) or email us at ssadvisor@amacfoundation.org. Because we are a non-profit organization, there is no charge for these services.

Website by Geiger Computers