Your personal retirement plan will help provide a clear picture of your current financial position, help you understand all of your options, and give you the information you need so that you can create a plan of action for your retirement.
Please locate and gather the following items. We will be reviewing these items at our next meeting.
- Recent paycheck stubs (you and your partner)
- Savings and checking account balances
- Money market, CD’s , savings bonds, etc. balances
- Education savings plan statements (529 Plans, UTMA’s, Fl pre-paid)
- Mutual Fund statements
- Annuity statements
- Brokerage statements (stocks, bonds, etc.)
- Retirement account statements or logins (403(b)TSA, 457(b) Deferred Comp, 401k, IRA,
Roth’s, etc.) - Most recent social security estimates or statements
- Most recent pension plan statements or logins
- Life Insurance amounts and types
- Outstanding Loan/Debts
- Budget - Click here for recommended document
- Tax Return
