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Are You Really Ready to Retire?

Download the free Retirement Readiness Checklist to review the biggest decisions before you leave work — income, Social Security, Medicare, taxes, investments, housing, family, and more.

Prepared by the Retirement Clarity Community

My Retirement
Snapshot

Use this page to summarize where things stand today. This is a starting point for better questions.

My Retirement Income Plan

Planned retirement age:

Monthly spending goal:

Guaranteed monthly income:

Income gap:

Estate Planning

Will or trust

Power of Attorney

Healthcare directive

Beneficiaries updated

Prepared by the Retirement Clarity Community

The Retirement
Readiness Checklist

A plain-English guide to help you review the biggest decisions before you retire.

Retirement Timing & Income

Two of the biggest questions in retirement planning: when, and with what.

Retirement timing

I have a target retirement date in mind.

I have considered whether that date is financially realistic.

I have thought about what I'd do if retirement came earlier than planned.

Retirement income

I have estimated my monthly retirement spending.

I have listed my expected guaranteed income sources.

I know whether there may be an income gap savings may need to cover.

What you'll review:

Retirement timing and income
Social Security and Medicare
Taxes and investments
Housing, family, and long-term care
Life after work and your Top 3 Questions

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