10.4.9 Preparing for retirement

My retirement preparation checklist

Use this checklist to get your financial house in order before you retire.

	I'm OK	Needs work
Pay off your debts as soon as you can.	I'm OK	Needs work
If there are costly items you need, such as a car or a new roof for your home, buy them while you are still working.	I'm OK	Needs work
If you have medical and dental insurance where you work, have any treatments or work done while you’re still covered. Determine to what degree you can carry forward work benefits into retirement and what those costs may be, if any.	I'm OK	Needs work
Check your finances. If you're not sure whether you'll have enough income, you may want to work a little longer to give yourself more time to save.	I'm OK	Needs work
Start planning how you'll get income from your savings after you retire. If you need help, contact a financial professional.	I'm OK	Needs work
Make a plan for what you'll do with your time after you retire. Be sure you have enough income to cover the costs of your lifestyle.	I'm OK	Needs work

Download the interactive PDF and add it to your Financial Toolkit [PDF - 158 KB]