Broker Check

Retirement Checklist: 2-10 Years Out

April 20, 2016

When you are two to ten years out from retirement, there are key things to think about and plan for.

First and foremost, you should evaluate your expectations, expenses, and assets. After this, you can plan your upcoming retirement by:

  • Reviewing and, if necessary, updating your beneficiary designations (life insurance, IRAs, retirement accounts).
  • Reviewing and, if necessary, updating your will.
  • Talking to a family member or trusted friend about where key documents are kept in case of emergencies.
  • Researching or purchasing long-term care insurance.

To learn more about the steps you should be taking at this point in your retirement planning, you can reference this Checklist 2-10 Years Out from Principal.

Please feel free to contact us at (714) 634-8051 to begin discussing ways to invest your retirement savings or with any questions you may have about your retirement plans.