nuke_diver
Recycles dryer sheets
- Joined
- Jun 30, 2014
- Messages
- 406
I did a search but this only generally showed financial checklists. I have that covered already otherwise I wouldn't be planning my retirement next year. But I'm sure there are things that I need to consider weeks or months prior to retiring that I haven't thought of. And some of the things I have thought of I might have the time frame wrong. Since there are a number of folks that have already done this I thought it would be good to leverage your expertise in the matter ahead of time
Timeframe for me - July 2015
Done already, discuss with FA to start planning for the change from salary to withdraw.
Have a living trust already
Too young for SS so no need to worry about this yet
Things I know I need to do but not sure of the timing
Changing my cell phone from workplan to personal
Changing HC from work to personal
Informing work (probably 1 month prior, with 2 months prior for my team and 3 months prior to my lead engineer who will likely take over)
Seems like I must be missing some stuff
Timeframe for me - July 2015
Done already, discuss with FA to start planning for the change from salary to withdraw.
Have a living trust already
Too young for SS so no need to worry about this yet
Things I know I need to do but not sure of the timing
Changing my cell phone from workplan to personal
Changing HC from work to personal
Informing work (probably 1 month prior, with 2 months prior for my team and 3 months prior to my lead engineer who will likely take over)
Seems like I must be missing some stuff