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Attend a Benefits Retirement Ready Seminar generally held in early March.
Review the benefits estimator.
Social Security: Review Retirement Income Calculator.
- Review and update beneficiaries with your retirement and life insurance plans. These beneficiary forms take precedence over your will for employer sponsored plans.
- Establish or review your:
- Last will or living trust to provides instructions on how to distribute your assets and lets you name guardians for children.
- Power of attorney which names a person to handle your finances should something ever happen to you.
- Living will (advance healthcare directive). Your wishes for life-saving measures and who will make medical decisions for you.
- Create a personal document list to store your important records, papers, and primary contacts and tell your loved ones where it's located. Click here for Transamerica's template.
6+ months prior to your planned retirement date
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