Retirement Checklist
Table of Contents
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
Download or Print this Retirement Checklist
Get a printable version of this checklist in your preferred format: PDF, Word, Excel, or print directly from your browser.
Presented by:
Fae Fisher
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Views: 371
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Uses: 18
Tasks
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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.