Printable + Fillable · 13 pages
The Retirement Planning Checklist
Your step-by-step countdown — from five years out to your first 90 days.
$4.99Instant digital download
Printable + Fillable · 13 pages
Your step-by-step countdown — from five years out to your first 90 days.
From someday to a plan
Retiring well isn't one big decision — it's a few dozen small ones, in the right order. This checklist lays them out from five years out to your first 90 days, so nothing important slips through and “someday” turns into a date on the calendar.
Work it at your own pace. Each section moves you from getting the money and the vision ready, through the decisions and paperwork, to your last day of work and the weeks right after.
Don't miss this window
Some retirement decisions have deadlines that cost real money if you miss them — Medicare enrollment, Social Security timing, pension elections, COBRA. This checklist flags each one in order, so the expensive mistakes never happen by accident.
Timed so nothing lapsesEvery page has a job
Simple from the start
Buy once and get the file(s) instantly. Nothing ships.
Print it or type on a computer or tablet. A weekend, one section at a time.
Tell someone you trust where it lives, and refresh it once or twice a year.
Two formats, included
Clean and ink-friendly — print it for a binder and check things off by hand.
Type and tick boxes directly on a computer or tablet, no extra apps needed.
Good to know
Ideally about five years out — that's when the high-value moves (catch-up savings, the health-coverage bridge, Social Security timing) have the most room to work. But it's genuinely useful at any point, right up to your first 90 days.
It walks the decisions in order and flags the ones with deadlines (Medicare, Social Security, pensions), but it's an organizer, not financial advice — pair it with your own advisor or CPA for the numbers.
No — it's both printable and fillable. Print it for a binder or type and check things off on a computer or tablet. Both are included.
An instant download — US Letter (8.5×11") printable and fillable PDFs. Nothing is shipped.
Free quick-start checklists that take the overwhelm out of getting your next chapter in order — where to begin, what to gather, and what to write down first. Tell us where to send it.
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Pairs with
Run the numbers behind the plan — income, spending, and what's left over, every month.
View details →Your next chapter, organized
A few quiet afternoons now — and it's done, off your plate and off your mind.
Buy the Retirement Planning Checklist — $4.99 →