Is there a pre and post retirement check list?
Has anyone put together a check list for those that are just about to pull the trigger?
For example, if retiring after 1st quarter, I think it would be wise to remember to maximize the non deductible 401(k) Roth.
For pre-retirement, Iím assuming that insurance in the first retirement year is likely Cobra, but year 2 would be different.
Changes to Cell phone plans, internet, tv services, etc?
There must be 30 or 40 things I need to work on.
I will be recovering from a surgery for about 30 days, so a daily activity to complete a checklist would be nice.
In regards to finances, is it fair to say that spending non qualified cash positions in year 1 adds a bit of sanity, rather than worrying about where to efficiently withdraw funds?
Thanks in advance.