RETIREMENT

CHECKLIST

Welcome back, Tom!                            Logout 

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

A counselor is ready to help you now.

They understand your needs. Select one:

Lief
Larson

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Smith

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Pancholi

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