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Retirement Planning Checklist

Retirement planning checklist

There is currently no compulsory retirement age, but some of the things to think about before you retire include work, expectations, lifestyle, money and estate planning. This checklist may help you prepare for the retirement lifestyle you want.

15–20 years before retirement

5–10 years before retirement

1–2 years before retirement

6 months before retirement

3 months before retirement

More information