Questions to ask before you retire

1. What will I spend each year, and what is essential?
2. Which income sources start when, and can I choose the timing?
3. In what order should I draw on my accounts?
4. How will tax change once I stop working?
5. What would care or a health event cost, and how would I pay?
6. Are my will, beneficiaries and powers of attorney current?

Work through them with a professional if you can. Start with our retirement planning overview and book a conversation when you are ready.