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Retirement Readiness Checklist

Retirement Readiness Checklist
RPI Retirement Workbook
401(K) Calculator
Required Minimum Distribution Calculator
Social Security Website
Medicare Website

A simple guide to help you understand how prepared you are for retirement.

Retirement Readiness Review

If you answer “No” to any of these, it may be time to speak with a financial advisor.

Name

Email

Phone

Before You Retire

I know how much I need saved to retire comfortably.

Yes No

I understand when and how I can claim Social Security.

Yes No

I have a clear retirement income strategy (not just investments).

Yes No

I know how my taxes may change in retirement and how I can reduce the taxes I may have to pay.

Yes No

I have reviewed my retirement accounts for fees and risk.

Yes No

I have a plan for healthcare and Medicare costs.

Yes No

During Retirement

I know how much I can safely withdraw each year.

Yes No

I have a strategy to protect against market downturns.

Yes No

I have planned for inflation over a long retirement.

Yes No

I know how Required Minimum Distributions (RMDs) will affect me.

Yes No

I have reviewed my beneficiary designations.

Yes No

Legacy & Protection Planning

I have an updated will and estate plan.

Yes No

I understand how my assets will pass to my heirs and taxes they may have to pay.

Yes No

I have considered long-term care planning and future healthcare costs.

Yes No

I know who to contact if something happens to me.

Yes No

Anything you'd like us to know before we call?

If you said “No” on any of these, it may be time for a retirement readiness review.

Take the first step toward financial confidence—schedule a complimentary consultation with your Personal CFO to review your investments and long-term plan, or call 616.486.6174.

Thank you! Your request has been submitted and a member of our team will be in touch soon.

Address

1600 East Beltline Ave NE

Suite 114

Grand Rapids, MI 49525

Phone

616.486.6174

Fax

616.469.1624

Email

RPI@ceterawealth.com

Office Hours

Monday-Friday

9am-4pm

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Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered though Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.

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