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Category:
Retirement / Decumulation, General, Life Events

What Issues Should I Consider Before I Retire?

Updated 12/1/2024

This checklist covers 32 of the most important planning issues to identify and consider for a client 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
Related Guides
If I Retire Early, Should I Buy Health Insurance Through The Health Insurance Marketplace?
Category: Retirement / Decumulation, Insurance Planning
Will I Avoid IRMAA Surcharges On Medicare Part B & Part D?
Category: Retirement / Decumulation, Insurance Planning, General
Will I Avoid Medicare Enrollment Penalties?
Category: Retirement / Decumulation, Insurance Planning, Life Events
Will I Be Enrolled Automatically In Medicare?
Category: Retirement / Decumulation, Insurance Planning, Life Events
Should I Change My Medicare Coverage During Open Enrollment?
Category: General, Retirement / Decumulation, Insurance Planning, Life Events

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— An advisor in Texas
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