Retirement Resource Center · Guide
Your Retirement Preparation Checklist
A practical way to organize your timing, income sources, expenses, statements, and questions before any planning conversation.
Written for individuals and couples within about ten years of retirement, or anyone who wants a clearer picture of where they stand. Your answers stay in this browser on this device only. Nothing is transmitted or saved anywhere else.
Expected Retirement Timing
Potential Income Sources
Essential and Discretionary Expenses
Account and Pension Statements
Social Security Estimates
Insurance Information
Beneficiary Information
Questions for Financial Professionals
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Related Resources
Sources
Want help turning this checklist into a plan? A Retirement Conversation is a calm, educational review of where you stand.
Schedule a Retirement ConversationDraft for review. Last reviewed: October 23, 2026