retirement questions
Before you retire, it's important to ask yourself some critical questions. This process is not only about assessing your financial readiness but also about understanding your personal aspirations and lifestyle goals for your post-career years.
10 Retirement planning questions
How do you want to spend your retirement years?
- What do you want to do in your free time?
- What will your day-to-day look like?
What are your retirement goals?
- Do you want to retire by a certain age?
- Do you plan to take Social Security right away or wait until full retirement age?
How much retirement savings do you currently have?
- Do you have any other sources of retirement income?
How much retirement savings do you need?
- What does your retirement lifestyle look like?
- What does your health care and long-term care expenses look like?
How much will health care cost?
- Will you be eligible for Medicare before you retire?
Do you have a withdrawal strategy?
- You'll want to consider the tax implications of withdrawals.
Do you have an emergency fund?
- Are you prepared for unexpected expenses?
- How will you pay for a large unexpected expense?
Does your family know your retirement plans?
- Have you discussed your plans with your family?
- Is your family on board with your decisions?
What will be meaningful during retirement?
- Do you enjoy volunteering?
- Are you planning to pursue hobbies?
How will you maintain social connections?
- Where do you currently go to socialize?
- Are all of your social engagement tied up with work?
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