Wills, Trusts & Estates Prof Blog

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

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Thursday, April 3, 2014

Retirement Planning Checklist

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.

http://lawprofessors.typepad.com/trusts_estates_prof/2014/04/retirement-planning-checklist.html

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