Wills, Trusts & Estates Prof Blog

Editor: Gerry W. Beyer
Texas Tech Univ. School of Law

Thursday, April 3, 2014

Retirement Planning Checklist


Where should you start when beginning your retirement planning?  Below are some areas you should be checking and evaluating:

  1. Projected income sources:  Social Security, pensions, annuities, possible inheritances, life insurance, income from investment, and sale of real estate and personal property.
  2. Projected expenses:  Rent, mortgage, loans, taxes, credit card debt, health care, insurance, relocation, and travel/vacation costs.
  3. Estate planning:  Updated will, power of attorney, DNR, contact information, list of passwords and location of important documents.
  4. Additional concerns:  Reduce debt, find reliable professionals, and determine your longevity.

See Art Koff, Your Retirement Planning Checklist, Market Watch, March 31, 2014.


Estate Planning - Generally, Non-Probate Assets | Permalink

TrackBack URL for this entry:


Listed below are links to weblogs that reference Retirement Planning Checklist:


Post a comment