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Retirement Planning Checklist

Retirement Planning Checklist

Description:

The Retirement Planning Checklist is to be used in evaluating a retirement planning program.  The questions cover the following:

  • Have you begun a regular savings and investment program?
  • Do you participate in a salary reduction (401(k) or 403(b)) plan?
  • Do you regularly contribute to an individual retirement account (IRA)?
  • Have rough projections of expected retirement income and expenses been prepared?

 

 

 

 

 

 

 

 

 

 

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Form Specifications:
Dimensions

Designed for Letter Size (8.5" x 11")
Printer compatibility

Designed to print on all ink-jet and laser printers
Editable MS Word 97 or later
Format

MS Work Icon
Platforms

XP flag  apple logo 
Usage

Unlimited number of prints
Download time

Less than 1 minute (approx.)

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