What Issues Should I Consider Before I Retire?

[Checklists and Flow Charts] - What Issues Should I Consider Before I Retire? | The Retirement Planning Group

This checklist covers 32 of the most important planning issues to identify and consider for anyone who is about to retire.

It’s structured as follows:

  • Cash Flow Issues
  • Health Insurance Issues
  • Asset & Debt Issues
  • Tax Planning Issues
  • Long-Term Planning Issues
  • Other Issues