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…