Are You Ready to Retire? Find Out With This 10-Item Checklist

It’s critical to consider these core aspects of a successful retirement, both financial- and lifestyle-related, before you walk away from your career. See more


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25 Things You Must Do Before You Retire (and Here’s A Checklist …

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Determine “Enough” The 4% rule isn't very useful as a withdrawal strategy, but it's quite … Determine Pension Plan. Are you eligible for a pension? Does it give you options such as: … Determine Non-Governmental 457(b) Plan. Governmental 457(b)s can be transferred into … Determine When to Take Social Security. The right answer most of the time for healthy … Consider SPIAs. Purchasing a Single Premium Immediate Annuity (SPIA) can be a great … See full list on whitecoatinvestor.com

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