Retirement Checklist

Plan your retirement ahead of time with this handy checklist.

The best way to ensure a happy retirement is to plan for it and, of course, the earlier the better. No matter where you are in your working life, you can take steps now to help create a viable and rewarding retirement. In fact, the more you learn about your retirement options, the clearer you can be about what makes sense for you.

The following checklist will help you get started on planning the financial aspects of retirement.

Planning for Retirement

Social Security

  • How do I check my Social Security earnings and benefits? How are my Social Security benefit amounts calculated? (For information, see Nolo's article Social Security: Checking Your Earnings and Benefits.)
  • When do I file for Social Security benefits? When do I file for Medicare benefits? (To find out, see Nolo's article File for Social Security Benefits.)
  • When can I start collecting Social Security retirement benefits? If I delay retirement, will my checks be bigger? Can I keep a job even after I start collecting retirement, dependents', or survivors' benefits? (For more information, see Nolo's article Social Security FAQ.)

Retirement Plans

There are plenty of ways to do retirement, just as there are plenty of ways to do a career. You can leave your career, but turn your hobby into part-time work, or you can stop working altogether. Your goal should be to create the ideal vision for your life, your needs, your desires and, if applicable, your family. Whether you want to use your retirement to sail around the world or lie on the couch and read romance novels, it's important to know what you want and put a plan into place to get it.

Want to Learn More?

For more help with planning for (and enjoying!) retirement, consult the following resources from Nolo:

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