RETIREMENT
CHECKLIST
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PROGRESS METER 7%
1. FINANCIAL
b. Calculate Savings
c. Surplus Summary
d. Plan of Attack!
i. Life Insurance
ii. Estate Trust
iv. Long Term Care
2. HEALTH
a. Medicare
b. Mobility
c. Prescriptions
Managing Your IRAs
Tom,
It looks like you have three (3) IRA accounts from previously employers:
-
IRA #1 Today's Balance: $123,531
-
IRA #2 Today's Balance: $57,105
-
IRA #3 Today's Balance: $55,092
Estimated Total: $235,728
Consolidating Your IRAs
Tom, we recommend combining your IRAs (rollover) into one well managed account.
d. Diet
e. Exercise
3. LIFESTYLE
a. Travel Planning
b. Volunteerism
c. Spirituality
d. Continuing Ed
e. Real Esate
4. TRANSITION
a. Social Security Forms
b. Medicare Forms
c. DMV Forms
d. Helpful Checklists
e. Family Input
ACTION REQUIRED!
Tom, would you like to combine your IRAs?
YES
NO
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Lief
Larson
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