How Ready Are You for Retirement? Find Out in 5 Minutes
Most people focus on how much they've saved. But true retirement readiness goes far beyond your account balance. This checklist covers the areas that matter most.
What This Checklist Covers
- Income planning — do you have enough guaranteed income to cover your essential expenses?
- Tax strategy — are you taking advantage of the low-tax window before Required Minimum Distributions begin?
- Medicare readiness — do you know your enrollment deadlines and how income affects your premiums?
- Estate planning — are your beneficiary designations, wills, and powers of attorney current?
- Risk assessment — is your portfolio positioned for income rather than just growth?
Created by Rich Ison
Fiduciary Retirement Planner
Rich has helped hundreds of Tampa Bay families transition into retirement with confidence. This checklist distills the same preparation framework he uses with clients — covering every critical area that most people overlook.
What Our Clients Say
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This checklist is for educational purposes only and does not constitute personalized financial advice. Please consult with a qualified financial professional regarding your specific situation.
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Securities and advisory services offered through [BD/RIA Name]. CRD# [Number]. Rich Ison is a registered representative and/or investment adviser representative. Insurance products offered through [Insurance Entity].
This site is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or advisory service. All investments involve risk, including loss of principal. Past performance does not guarantee future results. Tax, legal, and estate planning information is general in nature. Consult a qualified professional for advice specific to your situation.
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