RETIREMENT
Income For Life
Your Retirement Reality Check
Your progress
1/10
01
Financial Planning
Do you have a written retirement income plan that details how much you'll need each month?
02
Market Factors
Have you calculated how inflation might impact your retirement savings over a 20-30 year period?
03
Risk Management
Are you confident your retirement savings could withstand a major market downturn right before you retire?
04
Income Sources
Do you have a strategy to maximize your Social Security benefits?
05
Healthcare Planning
Have you planned for potential healthcare costs not covered by Medicare in retirement?
06
Tax Optimization
Do you have a tax-efficient withdrawal strategy for your retirement accounts?
07
Supplemental Income
Are you considering part-time work as part of your retirement income plan?
08
Relationship Planning
Have you discussed your retirement plans with your spouse or partner to ensure you're on the same page?
09
Income Security
Do you have guaranteed income sources beyond Social Security for your essential expenses?
10
Long-term Planning