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Interactive Retirement Planning Checklist

Track your retirement planning progress and ensure you're taking the right steps at each stage of life. Use this interactive checklist to stay on track toward a secure retirement.

Age-Based Guidance

Interactive Progress Tracking

Comprehensive Planning

Expert Tips

How to use this checklist

Select your current age group to see relevant checklist items. Check off items as you complete them to track your progress.

Your progress is automatically saved in your browser. For a permanent record, download or print your checklist.

Your Retirement Readiness

Overall progress across all age groups

Overall Progress0%

All Ages0%

20s-30s0%

40s-50s0%

55-650%

65+0%

Complete Retirement Planning Checklist

All items across all age groups. Use this view to see your entire retirement planning journey.

Financial Foundations

0% complete

Establish emergency fund (3-6 months of expenses) 20s-30s

Pay down high-interest debt (credit cards, personal loans) 20s-30s

Reassess debt reduction strategies (mortgage, student loans) 40s-50s

Pay down outstanding debts before retirement 55-65

Retirement Accounts

0% complete

Begin contributing to employer-sponsored retirement plans (401(k), 403(b)) 20s-30s

Open a Roth IRA if eligible 20s-30s

Review and increase retirement contributions 40s-50s

Consider catch-up contributions if behind on savings 40s-50s

Make catch-up contributions to retirement accounts if eligible 55-65

Set up a systematic withdrawal plan from retirement accounts 65+

Review Required Minimum Distribution (RMD) requirements for traditional retirement accounts 65+

Investment Strategy

0% complete

Select investment options appropriate for your time horizon (typically more aggressive) 20s-30s

Evaluate and adjust investment allocations as needed 40s-50s

Adjust investment portfolio to more conservative allocations 55-65

Review and adjust investment portfolio for income generation 65+

Retirement Planning

0% complete

Establish a budget that includes retirement savings 20s-30s

Calculate retirement savings goal using retirement calculators 40s-50s

Meet with a financial advisor for mid-career checkup 40s-50s

Consider tax diversification strategies (mix of traditional and Roth accounts) 40s-50s

Estimate retirement income needs in detail 55-65

Research and understand Social Security claiming strategies 55-65

Consider working longer if retirement savings are insufficient 55-65

Develop a retirement income strategy (which accounts to draw from first) 55-65

Finalize retirement date and notify employer 65+

Determine optimal Social Security claiming strategy 65+

Develop a plan for charitable giving and legacy 65+

Protection & Estate Planning

0% complete

Obtain adequate life insurance if you have dependents 20s-30s

Create a will and designate beneficiaries on all accounts 20s-30s

Review and update insurance coverage (life, disability, long-term care) 40s-50s

Update estate planning documents (will, power of attorney, healthcare directives) 40s-50s

Review Medicare enrollment options and timeline 55-65

Investigate long-term care insurance options 55-65

Review and update estate plan, beneficiary designations, and healthcare directives 55-65

Apply for Medicare benefits 65+

Create a comprehensive health care strategy 65+

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Interactive Retirement Planning Checklist

How to use this checklist

Your Retirement Readiness

Complete Retirement Planning Checklist

Financial Foundations

Retirement Accounts

Investment Strategy

Retirement Planning

Protection & Estate Planning

Need Personalized Guidance?

Ready to Find the Right Coverage?