Suggest a Flowchart or Checklist
All the things to consider when you are about to retire
10 years before retirement, 5 years before, at retirement, first 5 years of retirement.... sequence of returns risk. Are you on track? What about low returns? What about a recession? How do you dynamically monitor and change spending?
Something that also includes steps to take as one separates from employer: checking beneficiaries on accounts, contacting/enrolling in Medicare; contacting Social Security; recalculating retirement needs and withdrawal rate from accounts
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