Originally Posted by Want2retire
What sorts of things are on your Pre-Retirement "To Do" list? The reason I ask is that I am getting closer to retirement myself.
The first thing on my 'To Do' list is to create it. I'm on the third draft and am happy to share it. Some of the items have already been completed but I've left them on the list because they might help someone else.
I expect the next version of this will have columns for Priority & Timetable
Priorities: Must Do, Beneficial to Do, If Have the Time
Timetable: Specific dates if applicable, otherwise as countdown to day of flight, e.g. 2 months prior, 2 weeks prior.
Docs needed to get Visas
Copies of above to friends / family
International driver's license (for use as an ID)
Financial Docs -> DVD/Memory Stick/Online
Scan last three tax returns
Personal KnowledgeBase -> DVD/Memory Stick/Online
Convert to most common doc type for access from public computers
Subdivide into country / topic and put online.
Read Culture Shock book.
County Registrar - how vote out of country?
See if can renew state drivers license for max period.
Give notice to landlord
Close all but two credit cards
Two banks: 1 USAA, 1 country specific?
Two ATM cards per account.
Account A - No transfer capabilities. ATM withdrawal only
Account B - Transfer & ATM
Arrange auto transfer from Vanguard to Bank(s) in case no secure access to online banking.
Determine budget with aim to hit 59.5 without having to tap retirement accounts.
Know Ins & Outs of conversion to Roth
Leave a few $K with sister for wiring to me in emergency
1 mo before leaving: Get a physical, New eyeglass prescription, Dentist checkup
Research availability of OTC drugs
Vaccinations - for all anticipated countries & then some
Copy of recent medial records
Categorize everything into:
Traveling with me
Safe storage with friend
Give away via The Freecycle Network
Into storage for possible return. If no return, have pod (PODS - Reinventing Moving and Storage > Home
) delivered to friend who will ebay for a portion of the proceeds
Prep second car to sell
Sell second car myself
See what CarMax / other dealers will pay for primary car
Use rental for last few days
One way ticket
Reservations for first few days in country
Arrange transit & accommodations in city from where flight departs USA for a few nights preceding
(In addition to my usual travel list)
Consider what clothes will be needed beyond first few months.
New walking shoes
Third World Teva sandals (ones with toe box to prevent stubbing on broken pavement)
Mini laptop for online banking
Password dongle for public terminals
Figure out what I can't buy but will really miss & bring some or none.
Consider backup MP3 player
Will current phone work in all anticipated countries, or buy unlocked quad band phone.
Burn unused Books on MP3 to DVD
Backups for mp3, camera usb cables.
In Country #1
Have general plan for sequence of destinations in first country. Base on seasonality (climate, tourist crowds, festivals)
Know likely departure point(s)
Use expat forums to identify volunteer opportunities
Use expat forums to see if I'm going to be able to use my dance shoes.
Start blog (as if I had the time)
Mail forwarding service?
Use sister as addressee for returned deposits. Leave bank deposit slips with her.
Photos of what I'm supposed to look like after a hair cut.