Countdown to Retirement Checklist – 2 steps closer!


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Dreaming of everything you want to do in retirement sounds fun, right? On the other hand, making a list of things you need to do before you retire may not be as exciting — but it can help ensure you’re able to pursue all of the goals on your retirement wish list!

Get ready for the days ahead by tackling two more tasks in our “countdown-to-retirement” checklist:

  • Task #3: Consider your income sources.
    While most retirees will have an income foundation provided in part by Social Security benefits, fewer U.S. workers will draw a pension, and many people will have to structure an asset withdrawal strategy in order to supplement the income gap in retirement. This approach should be made carefully, so enlist the help of a financial professional and a tax advisor to help ensure you can maintain your lifestyle throughout retirement.
  • Task #4: Organize your expenses.
    Many people wait until they’ve paid off their mortgage and any other major expenses, such as student loans, before making the leap to retirement. Entering retirement with low fixed expenses will help take some financial pressure off daily living, so it may be a good idea to pay off the big expenses now. Keeping costs low can mean extra cash for travel and leisure, or to pass on to your family.

Completing these tasks will help bring you closer to being retirement ready! Give us a call if we can be of any assistance in helping you get ready for your retirement day! 801-990-5055



Our firm assists retirees and pre-retirees in the creation of retirement strategies utilizing investment and insurance products. Advisory services offered through B.O.S.S. Retirement Advisors, a Registered Investment Advisory firm.. Insurance products and services offered through B.O.S.S. Retirement Solutions. To see a list of services please visit us at bossretirement.com/services.

This content is provided for informational purposes only. It is provided by third parties and has been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.We are not affiliated with any government agency including the Social Security Administration.

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