Your Essential Retirement Checklist: Simplify Your Path to a Stress-Free Retirement

Email Contact@BocaRetirement.com
Phone (413) 358-1176

Your Essential Retirement Checklist: Simplify Your Path to a Stress-Free Retirement

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Your Essential Retirement Checklist: Simplify Your Path to a Stress-Free Retirement

TRANSCRIPT:

Done working? Check. Money saved up? Check. What else goes on your retirement checklist?

Hi, I’m Hunter Brockway, founder of Boca Retirement Strategies, here to guide you to a successful, stress-free retirement while spending more and avoiding being killed in taxes. Let’s walk down a simple checklist of items to get you retirement ready.

Number one: What are your goals? You can’t build a plan without knowing what direction to point the bus. Retire to something, not from something. Tell me about your first fun activity of retirement.

Number two: What will you be doing for health care? If you’re signing up for Medicare, evaluate filling out the Medicare Life Changing Event form to avoid paying excess and IRMA fees.

Number three: Review your beneficiaries and estate plan.

Number four: Update your retirement income guardrails.

Number five: Roll over your workplace retirement accounts. Pro tip: make sure you’ve received your final paycheck and employer plan contributions.

Number six: Establish withdrawal frequencies.

Number seven: Establish tax withholding amounts for portfolio withdrawals and Social Security benefits. Will you be working through part of the calendar year? Is there any tax planning we can do with that? Are there other tax planning opportunities, income brackets to fill, Roth conversions to make?

Review and confirm your Social Security claiming strategy. Review your life insurance. Do you have any remaining debt that was not part of your retirement income plan?

Take action. Check each item off.

If you’re about to retire, subscribe to our YouTube channel. And if you have any financial questions, you can email them to contact@bocaretirement.com. I’m Hunter Brockway, founder of Boca Retirement Strategies. Enjoy your successful retirement, and thank you for watching. Bye.

For more information, fill in the pop-up, and we’ll build you a plan tailored to your unique, specific situation at no cost or obligation. If for some reason that pop-up doesn’t show for you, or if you click out of it, no worries. Just send us an email at contact@bocaretirement.com. Again, that’s no cost, no obligation. We’ll put together a simplified plan to help you take the next steps toward a successful, stress-free retirement with more money and fewer taxes.

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Boca Retirement Strategies is a fee-only financial advisory firm serving clients in Florida and Massachusetts with a fiduciary obligation, transparent fees, and tax efficiency.

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