BETA

RETIREMENT

CHECKLIST

Welcome back, Tom!                            Logout 

PROGRESS METER  7%

1. FINANCIAL
a. Current Savings
b. Calculate Savings
c. Surplus Summary
d. Plan of Attack!
i. Life Insurance
ii. Estate Trust
iii. Reverse Mortgage
iv. Long Term Care
v. Annuity
2. HEALTH
a. Medicare
b. Mobility
c. Prescriptions

Managing Your IRAs

Tom, 

It looks like you have three (3) IRA accounts from previously employers:

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  • IRA #1     Today's Balance: $123,531

  • IRA #2     Today's Balance: $57,105

  • IRA #3     Today's Balance: $55,092

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Estimated Total: $235,728

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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

Andrew
Smith

Chirag
Pancholi

Or, tell us when to send you a reminder
to complete this section:

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