Retirement Checklist
4.8/5 with 243 votes
Table of Contents
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- Finances
- Consult with your financial advisor.
- Reduce or eliminate outstanding debt.
- Apply for Social Security benefits, if you haven't already done so.
- Speak to your bank about refinancing options.
- Determine your health care coverage and expenses once you retire
- Review your insurance policies (Homeowners, Long-Term Care, Auto, Life, etc.)
- Review the payment options in your pension plan - every month, every year, lump sum, etc.
- Find a tax consultant.
- Find an attorney.
- Create or update your last will & testament with your attorney
- Set aside some money for emergencies.
- Make a budget according to the new lifestyle you will have.
- Consider working part-time to keep you busy and earn additional income.
- Lifestyle
- Choose your retirement date
- Plan a retirement party!
- Decide what kind of lifestyle you will have when you retire: active, indulgent, etc.
- Research various places you'd like to travel to, the best time of year to travel there and the estimated cost of each trip
- Learn a new hobby, sport or skill - play an instrument, paint, draw, dance, etc
- Turn a hobby or passion into a business
- Exercise regularly to stay fit, healthy and strong
- Make your own website or blog
- Learn a foreign language
- Find places to volunteer your time.
- Go back to school to study something you always wanted to learn more about.
- Get a pet to keep you company
- Consider obtaining at-home care or assisted living services
- Take on a challenging project you didn't have time for in the past.
- Location
- Decide if you will spend your retirement in your current location or go elsewhere (new home, nursing home, move in with family, etc
- If moving, research where you'd like to spend your retirement
- Consider selling your current home if you are moving to a new one
- Visit the areas you have selected for retirement.
- Find local or international retirement properties
- Purchase a retirement home, or a second home
- If your time will be shared between 2 or more locations, consider renting each home when it is vacant
- If you are moving, see our 'Moving' checklist for related tasks and deadlines.
- Find a moving company to help you relocate.
- Consider renovating certain elements of your home to make them more senior-friendly
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Presented by:
Fae Fisher
Stats
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1,100
Views: 1,100
Uses
21
Uses: 21
Tasks
40
Tasks: 40
Who it's for
This Retirement Checklist is for anyone who wants a simple, practical way to get things done without missing steps.
- Avoid forgetting - keep all your Retirement essentials in one place (external memory)
- Save time - start from a proven Retirement structure instead of a blank page
- Stay on track - track progress, come back later, and keep momentum
- Coordinate with others - share the list and divide responsibilities
- Learn the process - follow the steps in a sensible order, even if it's your first time
How to use it
How to use this Retirement Checklist
- Save Retirement Checklist to your free Checklist account so your progress is saved and synced across devices.
- Customize it in the app: remove anything that does not apply, then add your own details for Retirement (dates, sizes, addresses, notes).
- If others are involved, invite them to collaborate and divide responsibilities.
- Work through the list: check items off as you go, and set reminders for time-sensitive steps.
Rate this Checklist
5 stars
Scores 4.80 with 243 votes