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Pre-Retirement Checklist: 10 Tasks to Complete

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(PNJ.com) – If you want to do retirement right, you’ll need a checklist. But what tasks should be on your pre-retirement checklist? Here’s what experts had to say.

Are you sure you want to retire? First, revisit your retirement date. “For some, making a decision to stay on the job an extra year or two beyond your planned retirement date will enable you take advantage of your company’s match in your 401(k) plan, delay triggering Social Security to maximize monthly payouts later, and accumulate more money in your savings,” says Sandra Timmerman, a nationally recognized gerontologist.

Can you afford to retire? Dead set on your retirement date? Determine whether you can afford to retire – whether you’ll have sufficient income and assets given your household’s retirement expenses and liabilities.

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