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15 Free Retirement Planning Checklists [New for 2021]

Save money, reduce your taxes, and preserve wealth with these free cheat sheets and checklists.

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Download and Start Using Checklists For All Aspects of Retirement Including:

Does an annuity fit within my financial plan?​

If I retire early, should I buy health insurance through the health insurance marketplace?

What issues should I consider when reviewing my investments? 

Will I avoid medicare enrollment penalties?

Should I take a pension as a lump sum??

What issues should I consider before I retire? 

Will my social security benefits be reduced?

What issues should I consider regarding my restricted stock units?

What are the most important tax numbers to know for this year?

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Retirement is essential - but how do you prepare?

Let's face it: preparing for retirement can be daunting. Making your money last 25 years or more can be incredibly stressful, especially when you've never done it before .

Strong pensions are becoming harder to find at U.S. employers. But, even if you have a pension, the rising costs of healthcare makes it imperative that you understand all of the considerations necessary for a comfortable retirement. 

 

To get you past the oh-so-common feeling of pre-retirement anxiety, we've put together an entire library of checklists we use with clients every day. 

With these retirement planning checklists, you'll get a head start on maintaining financial security in retirement, maximizing social security, and understanding key tax planning insights to help you reduce taxes in retirement.

 

Make preparation for retirement easier! 

Frequently asked questions

Why do I need to fill out the information requested?


We will always keep your personal information safe. We ask for your information in exchange for a valuable resource in order to (a) improve your browsing experience by personalizing the Covenant Wealth Advisors site to your needs; (b) send our free retirement and investing insights newsletter 1-2 times per month. You can read more about our privacy policy here.




Is this really free?


Absolutely. Just sharing some free knowledge that we hope you’ll find useful. Keep us in mind next time you have retirement questions!




Are the retirement checklists available in pdf format?


Yes. The checklists are available in pdf format and printable.





Join 2,500 pre retirees who have already downloaded these checklists

Disclosures: Covenant Wealth Advisors is a fully independent, fee-only wealth management firm and registered investment advisor located in Richmond and Williamsburg, VA. We are a fiduciary. This means we must always put client interests ahead of our own. We are also a fee-only firm. This means we never receive commissions or third party payments and are only compensated by our clients for advice.

 

Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital.The views and opinions expressed in this content as of the date of the posting, are subject to change based on market and other conditions. Nothing is intended to be, and you should not consider anything to be, investment, accounting, tax or legal advice. If you would like accounting, tax or legal advice, you should consult with your own accountants, or attorneys regarding your individual circumstances and needs. No advice may be rendered by Covenant Wealth Advisors unless a client service agreement is in place.

 

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