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Complete This Checklist Before Retiring
Ten Questions You Need To Answer
1. Have you reviewed your Pension (Annuity Income) and/or Survivor Payout in the last 12 months?
2. Does your Plan (Tier) offer a Pension Alternative (DROP) ? If so, have you compared it to the Annuity Payout Option?
3. How Healthy is Your Pension? Will it outlast you? See Next Section For Details on your Plan.
4. Is your 403B/457 Allocation Setup to minimize a major market correction ?
5. Have you reviewed the impact of taxes on the distribution of your 403B/457?
6. Do you have a plan to maximize your Social Security Income?
7. Are Your Beneficiary Designations Updated (Life Insurance/Pension/403B/457)? Do You Have A Will?
8. Have you reviewed your Group Life and LTC Insurance Plans? Are you planning on keeping the Insurance at Retirement?
9 Do you know what your Health Insurance Costs will be at Retirement? Do you understand your medicare options?
10. Do you have a trusted retirement planner (Fiduciary) who is an expert on Your Benefits/(Pension)Retirement?
How Healthy is Your Pension? Find Out Here
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