Retirement planning is not something most people look forward to, but it is a necessary fact of life.

1. Retirement Plan Advisor
8 Method
How to Prepare for Retirement

2. Determining How
Much Money You Need to Save

3. Figure Out How Much you Need
to Spend

5. Calculate your Annual Income Gap

7. Calculate How Much you Will
Need to Save

9. Collecting Social Security

10. Decide when to apply for Social
Security Benefits

12. Coordinate Benefits for your Spouse

14. Provide the Required Documents

16. Affording Healthcare
in Retirement

17. Purchase Medigap Insurance

19. Save Money to Pay for Healthcare
in Retirement

21. Investing in Retirement Plans

22. Compare Pension & Defined
Contribution Plans

24. Find out if your Employer Offers
A Pension Plan

26. Learn About your Employer’s
Vesting Schedule

28. Access your Pension Benefits

30. Pay Taxes

32. Saving with Retirement
Savings Accounts

33. Open a Defined Contribution Plan
with your Employer

35. Open a Roth IRA

37. Open a Health Spending Account
(HSA).

39. Deciding Where to Live

40. Choose the Right Time to Move

42. Decide on a Living Arrangement

44. Preparing Emotionally for
Retirement

45. Anticipate the Emotional Impact
of Giving up your Career

47. Adjust to Spending More Time with
your Spouse or Family

49. Find other Sources of Social
Interaction

51. Working in Retirement

52. Extend your Current Employment

54. Start a New Career After Retirement

56. Stay within the Income Limits for
Social Security

58. Estimate the Effect on your Pension
Benefits

60. Calculate the Impact on your
Income Tax

62. Presentation of
Solid Rock Wealth Management, Inc.
www.solidrockwealth.com