Retirement Planning

Essential Pre-Retirement Questions to Ask

Questions to ask HR before retirement…

Will I continue to get health insurance after I retire ?

What are my health care options ?

Can I carry over life insurance, disability coverage or long term care once I leave the company ?

Will I receive compensation for accrued or unused vacation time ?

What are my pension benefits, if any ?

What are my options for moving or taking distributions from my employer sponsored accounts ?

Do you have any resources to help pre-retirees prepare ?

Questions to ask your Financial Advisor before retirement…

Am I on track to have the retirement I envision ?

How do I get the most out of Social Security ?

What are my options for taking distributions from my investments ?

How can I minimize taxes in retirement ?

How can I save more for health care needs ?

How do I get more guaranteed income in retirement ?

How can I prepare for a long term care so that I can remain independent ?

What risks should I be aware of in terms of my retirement goals ?

Can you recommend an estate planning attorney to help me establish a trust ?

Questions to ask YOURSELF before retirement…