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- Here is a retirement timeline to-do list12:
- Assess personal financial needs: Start by taking a snapshot of current income, debts, spending, and net worth. Estimate the likelihood—and extent—these might change. Consider anticipated lifestyle changes: Downsizing? Traveling more? Moving to a more or less expensive area?
- Figure out Social Security benefits.
- Understand how Medicare works.
- Determine your retirement withdrawals.
- Consider consolidating accounts.
- Start planning: Sign up for an online account. Use your account to verify the number of service credit years you have.
- 3-12 months before retiring: Request an official estimate of your monthly benefit through your online account or by calling DRS.
- 1-3 months before retiring: Contact DRS if you need to make changes to your official estimate.
- At and during retirement.
- Contacts.
Learn more:✕This summary was generated using AI based on multiple online sources. To view the original source information, use the "Learn more" links.Your Retirement Checklist and To-Do List
www.titan.com/articles/retirement-to-do-listRetirement Planning Checklist
- Start planning Sign up for an online account. Use your account to: Verify the number of service credit years you have. ...
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