4 Must-Dos Before Retirement

I've seen too many people get too late a start on these four essential retirement checklist items.

(Image credit: Blackzheep)

There is a laundry list of financial items you should tackle before you retire. After meeting with several hundred people who have recently retired, or are about to, I have concluded that the vast majority of people are not overthinking it. In fact, I met with two people last week who told me they had just retired and were now ready to plan. Try to avoid that sequence.

To help prospective retirees prepare for this major change in their lives, I have compiled a list of four essential steps to take before that paycheck stops coming.

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This article was written by and presents the views of our contributing adviser, not the Kiplinger editorial staff. You can check adviser records with the SEC or with FINRA.

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Evan T. Beach, CFP®, AWMA®
President, Exit 59 Advisory

After graduating from the University of Delaware and Georgetown University, I pursued a career in financial planning. At age 26, I earned my CERTIFIED FINANCIAL PLANNER™ certification.  I also hold the IRS Enrolled Agent license, which allows for a unique approach to planning that can be beneficial to retirees and those selling their businesses, who are eager to minimize lifetime taxes and maximize income.