Lifestyle planning · Free PDF · 8 pages
Preparing for Your First Year of Retirement
The twelve-month runway: money moves, paperwork, and the parts nobody mentions.
What you'll learn
- A countdown of money and paperwork moves for the final working year
- How to set up your income 'paycheck' before the salary stops
- Health coverage options if you retire before Medicare at 65
- The adjustment nobody budgets for: purpose, routine, and spending rhythm
Results are estimates for educational purposes and may not reflect your complete financial or tax situation. This guide is educational and is not individualized financial, tax, or legal advice.
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Use alongside this guide
- Retirement IncomeSee how much monthly income your savings could support in retirement, and how it compares with what you plan to spend.Calculator
- Emergency FundSet a right-sized emergency fund target and see how long it will take to get there.Calculator
- How Long Will Savings Last?See how long your savings could last at a given monthly withdrawal, with inflation and returns included.Calculator
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