COMPLETE THIS CHECKLIST BEFORE RETIRING
1. Review Your Pension Retirement Income Options
Have you reviewed your Pension (Annuity Income) and/or Survivor Payout in the last 12 months?
2. Research Retirement Pension Alternatives
Does your Plan (Tier) offer a Pension Alternative (DROP) ? If so, have you compared it to the Annuity Payout Option?Add a description about this item
3. Make Sure You Are Not a Victim of Fraud
Have you had your Identity Stolen? Are you sure you are not a victim? We can help.
4. Assess Your 403b/457 Risk
Is your 403B/457 Allocation Setup to minimize a major market correction ?
5. Understand The Impact of Taxes on Your Retirement Distribution
Have you reviewed the impact of taxes on the distribution of your 403B/457?
6. Review Social Security Income Options
Do you have a plan to maximize your Social Security Income?
7. Update Your Beneficiary Designations and Will
Are Your Beneficiary Designations Updated (Life Insurance/Pension/403B/457)? Do You Have A Will?
8. Review Your Group Life and LTC Insurance
Have you reviewed your Group Life and LTC Insurance Plans? Are you planning on keeping the Insurance at Retirement?
9. Understand Your Retirement Health and Medicare Options
Do you know what your Health Insurance Costs will be at Retirement? Do you understand your medicare options?
10. Research Financial Advisers Who Specialize in Government Employees
Do you have a trusted retirement planner (Fiduciary) who is an expert on Your Benefits/(Pension)Retirement?
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