Free Checklist · 6 pages
The Retirement Checklist
Fifty questions across income, Social Security, taxes, Medicare, insurance and legacy, to show what is settled and what still needs attention.
About This Guide
Check What You Can Answer Today
Retirement is a collection of decisions made over many years, and it is easy to focus on the portfolio while missing the pieces around it. This checklist is organized by topic. Tick the boxes that are true for you today. Anything you cannot check is not a failure. It is simply the next thing to look into.
What's Inside
What You'll Find
- Income and spending: what you need, where it comes from, and how you will draw it
- Social Security: claiming ages, spousal and survivor benefits, and the earnings record
- Savings and accounts: old employer plans, catch-up contributions and your emergency fund
- Investments: mix, concentration, costs and rebalancing
- Taxes: required distributions, Roth conversions and your tax bracket in retirement
- Healthcare and Medicare: enrollment windows, coverage choices and costs
- Insurance, estate and legacy: beneficiaries, powers of attorney, long-term care and fraud protection
- A milestone timeline from ten years out through the first years of retirement
Who It's For
- People within about ten years of retirement who want to know what is left to do
- Recent retirees who want to confirm the basics are covered
- Adult children helping a parent get organized
Common Questions
About This Guide
No. It is general educational information. It cannot take your individual circumstances into account, so please discuss your own situation with your advisors.
Yes. Enter your name and email and you can download the PDF. We may follow up to see if it was helpful and to offer a conversation, and you can tell us if you would rather we did not.
Yes. The checklist points you to the questions to ask and tells you to confirm current figures with the relevant agency or a professional.
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A conversation about your goals and how we may be able to help, with no obligation.
This guide is general educational information, not individualized investment, tax or legal advice, and is not an offer to buy or sell any security. Investing involves risk, including possible loss of principal. Radius Wealth Management LLC is a Registered Investment Adviser. Registration does not imply a certain level of skill or training. 1 Marina Park Drive #1410, Boston, MA 02210.