Join Early Retirement Today
Reply
 
Thread Tools Search this Thread Display Modes
Checklist for FIRE
Old 04-08-2021, 03:06 PM   #1
Recycles dryer sheets
 
Join Date: Mar 2008
Posts: 88
Checklist for FIRE

Don't know if there is one - for actions to do when you retire from company -

Assuming there is not - here are some from my experiences (so far) -

Over time - can make a checklist from all related entries -

1 - Start your own cell phone plan (and phone number) before retiring. Transfer security on financial entities and others to this phone number.

2 - If you backdoor Roth IRA contributions - remember that you can't (shouldn't) roll over your 401k until after year end. (Keeping balance to zero $ allows back door Roth IRA contributions with limited/no tax consequences)

3 - Update emails on games, apps, etc - away from work email to a personal email address before retiring.

4 - Update any IRA contributions, etc as you want to continue - if you have a severance (or vacation, etc) payout over time - especially if this goes over Dec 31.

5 - Clear web browser cache, passwords, and any other items from work computer that needs to be returned - well in advance

6 - Delete (and empty trash can) of any personal documents stored on your work computer - especially financial related documents, etc.

7 -Check that you are not "sync" notes onto your work cell phone (if being returned) as sometimes there might be personal info there as well

8 - Create a new calendar, events and contacts separate from "work email" account on your phone. When server disconnects service, it might erase all related items and your "contacts", Calendar, etc - might get erased as well.
__________________
Retired 3/22/2021
retire48in2018 is offline   Reply With Quote
Join the #1 Early Retirement and Financial Independence Forum Today - It's Totally Free!

Are you planning to be financially independent as early as possible so you can live life on your own terms? Discuss successful investing strategies, asset allocation models, tax strategies and other related topics in our online forum community. Our members range from young folks just starting their journey to financial independence, military retirees and even multimillionaires. No matter where you fit in you'll find that Early-Retirement.org is a great community to join. Best of all it's totally FREE!

You are currently viewing our boards as a guest so you have limited access to our community. Please take the time to register and you will gain a lot of great new features including; the ability to participate in discussions, network with our members, see fewer ads, upload photographs, create a retirement blog, send private messages and so much, much more!

Old 04-08-2021, 05:23 PM   #2
Thinks s/he gets paid by the post
 
Join Date: Aug 2016
Location: Northern Virginia
Posts: 3,102
Its a good start for sure.

I never used work email for personal matters. You want your personal email to stay constant in my view. And accordingly I tended not to send personal email from work address. Just good business, but also know work owns those emails and never wanted personal stuff available to them.

There may be work related material that is yours such as copies of Summary Plan Descriptions for benefit plans that remain relevant, employee
handbook, perhaps others you can make sure you have for convenience.

Also if planning any refi or getting HELOC, good idea to get those in place while still employed.
Montecfo is online now   Reply With Quote
Old 04-08-2021, 09:30 PM   #3
Dryer sheet wannabe
 
Join Date: Feb 2021
Location: Mckinney
Posts: 14
Great idea for a thread. Lots of good reminders.

Could be a lot to unwind, myself included, with the disassociation effort.
Lazyfish is offline   Reply With Quote
Old 04-08-2021, 09:51 PM   #4
Full time employment: Posting here.
 
Join Date: Sep 2017
Posts: 824
Good idea. I would add don’t rollover your 401k if you intend to access it at 55.
tb001 is offline   Reply With Quote
Old 04-08-2021, 10:08 PM   #5
Thinks s/he gets paid by the post
Calico's Avatar
 
Join Date: Apr 2012
Posts: 1,849
An oldie but a goldie.

See especially post #9 by Nords.

https://www.early-retirement.org/for...tml#post387098
__________________
“Hope is important because it can make the present moment less difficult to bear. If we believe that tomorrow will be better, we can bear a hardship today.” - Thich Nhat Hanh
Calico is offline   Reply With Quote
Old 04-10-2021, 09:30 AM   #6
Moderator Emeritus
Nords's Avatar
 
Join Date: Dec 2002
Location: Oahu
Posts: 26,785
Quote:
Originally Posted by Calico View Post
An oldie but a goldie.

See especially post #9 by Nords.

https://www.early-retirement.org/for...tml#post387098
Thanks, Calico.

It's aged better than I thought-- except perhaps for the parts about a Blackberry and a home answering machine.
__________________
*

Co-author (with my daughter) of “Raising Your Money-Savvy Family For Next Generation Financial Independence.”
Author of the book written on E-R.org: "The Military Guide to Financial Independence and Retirement."

I don't spend much time here— please send a PM.
Nords is offline   Reply With Quote
Old 04-10-2021, 09:37 AM   #7
Thinks s/he gets paid by the post
 
Join Date: Apr 2015
Posts: 2,330
Quote:
Originally Posted by Calico View Post
An oldie but a goldie.

See especially post #9 by Nords.

https://www.early-retirement.org/for...tml#post387098
+1
I used this list, very helpful.
__________________
You are no longer in a savings mode.
You are now in a slow spend down mode.
pacergal is offline   Reply With Quote
Reply


Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)
 
Thread Tools Search this Thread
Search this Thread:

Advanced Search
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off


Similar Threads
Thread Thread Starter Forum Replies Last Post
Year by year pre-FIRE checklist dvalley FIRE and Money 26 01-14-2017 01:00 PM
FIRE Checklist - what would be on your list? BBQ-Nut FIRE and Money 25 05-26-2014 05:08 PM
Checklist for getting ready to ER RunningBum FIRE and Money 6 10-06-2007 01:45 PM
All In One Retirement Checklist From Schwab Patrick FIRE and Money 14 11-17-2006 10:11 PM
Checklist for last working months? Roger_R FIRE and Money 3 10-21-2006 10:44 AM

» Quick Links

 
All times are GMT -6. The time now is 07:42 AM.
 
Powered by vBulletin® Version 3.8.8 Beta 1
Copyright ©2000 - 2021, vBulletin Solutions, Inc.