retire48in2018
Recycles dryer sheets
- Joined
- Mar 12, 2008
- Messages
- 364
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.
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.
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