Tips to Prepare for Retiring This Spring or Summer

After putting in several decades of hard work so you could retire comfortably, it’s finally time to pull the plug. As you begin to set your retirement dreams in motion, hold on. It’s not quite time to unwind just yet.

There are a few final steps you’ll need to take before retiring. Your 401(k) and IRA may be in order, but there’s still some action you’ll need to take during the final few months of working — actions such as detailed planning, organizing documents and additional finances. Maybe writing down a few bucket list items that you want to accomplish will help you prepare for retirement. Checking off tasks like these will ensure that all goes well while you’re living out your post-career dreams.

Preparing for the Big Turning Point

According to a report on the economic well-being of U.S. households in 2017, almost two-thirds of non-retired adults admit that they haven’t done a good job of preparing for retirement. Paying attention to just a few key areas can be critical to ensuring success.

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