• MORE RESOURCES

  • More

    PLANNING TO RETIRE!

    CONNECT WITH US

     Facebook

    Twitter

    Pinterest

    Linkedin 

    © 2016 by Planning to Retire, LLC

    ABOUT PLANNING TO RETIRE

     Retiring isn't easy, but it can be enjoyable. Our mission is to help you successfully transition into retirement. The PlanningtoRetire team is focused on enabling you to quickly find resources, gain knowledge and to grow into this new chapter of your life.

    Contact Us | About Us | Advertise with Us | Write for Us | Careers | Privacy Policy | Terms of Service

    1. FINANCIAL

    Welcome back, Tom!                            Logout 

    PROGRESS METER  7%

    BETA

    RETIREMENT

    CHECKLIST

    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
    d. Diet
    e. Exercise
    e. Real Esate
    d. Continuing Ed
    c. Spirituality
    b. Volunteerism
    a. Travel Planning
    3. LIFESTYLE
    4. TRANSITION
    a. Social Security Forms
    b. Medicare Forms
    c. DMV Forms
    d. Helpful Checklists
    e. Family Input

    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.

    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:

    POWERED BY: