Worksheet 14: Retirement Catch-Up Action Steps
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Plan To Do
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Action Steps
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Calculate retirement savings need with one or more online financial calculators
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Review employer retirement plan investment choices
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Inquire about the amount of employer retirement plan match available, if any
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Review annual Social Security benefit estimate
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Request/review information about employer pension plan benefit
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Attend a retirement planning seminar at work or in the community
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Read prospectus and/or annual report about retirement investment choices
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Sign up for a stock or mutual fund automatic investment plan
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Consult with a professional financial advisor about retirement options
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| Consult one or more new retirement planning resources (for example, books, Web sites) | |
| Write a business plan to develop a sideline or post-retirement business | |
| Request a comparative market analysis to determine value of home | |
| Investigate housing options in other areas of the country | |
| Convert a traditional IRA to a Roth IRA | |
| Shop for and purchase a long-term care insurance policy |