1. People & Relationships
You can opt-out at any time. Please refer to our privacy policy for contact information.

Planning to Retire Soon? Make a Retirement Planning Checklist


1 of 8

Retirement Planning Success: Plan Ahead
Financial advisor with senior woman in home
Andrew Bret Wallis/Photodisc/Getty Images
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.