A Retiree’s Guide to Key Dates in 2020

Now is the time to assess your financial situation, look ahead and mark your calendar.

The start of a new year—and a new decade, to boot—is a great time to assess your financial situation and look ahead. You’ll want to consider moves for the long term, but it’s also critical to pay attention to the details in the short term so you don’t miss an important deadline. This calendar highlights significant dates pertinent to preretirees and retirees, giving you a jump-start on getting organized. May the coming year and decade prove fruitful for your finances.

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Rachel L. Sheedy
Editor, Kiplinger's Retirement Report