1. People & Relationships
Send to a Friend via Email

Planning to Retire Soon? Make a Retirement Planning Checklist


1 of 8

Retirement Planning Success: Plan Ahead
If you are thinking about retiring in the next 5+ years, learn from your predecessors and make a retirement planning checklist now.

According to a survey of recent retirees, conducted in 2005 by Fidelity Investments, over half (57%) of recent retirees look back on the years before leaving the workplace -- and they wish they had done more retirement planning before they retired.

Based on feedback from the survey, Fidelity Investments offers this retirement planning checklist. Answering these questions can help you determine your priorities and create a retirement planning strategy that will help you meet your retirement goals.

©2014 About.com. All rights reserved.