2023 Retirement Calendar Checklist

Have you ever stopped to think about all of the paperwork and deadlines involved in retirement? Most of us assume we will be traveling and enjoying our grandkids, not recognizing the work that needs to be done beforehand.

So, I want to provide you with a 2023 Retirement Calendar Checklist, which offers fingertip access to all of the tasks and deadlines involving taxes, Medicare, retirement account distributions, year-end planning, and more. It’s an easy, convenient resource that you can post to your bulletin board and refer to whenever you want to check in on what needs doing.

I hope you find the 2023 Retirement Calendar Checklist to be as useful as I do. 

Happy 2023 and here’s to another fabulous year together!

SERVICES WE OFFER RELATED TO THIS TOPIC

The information contained in this post is for general use and educational purposes only.  However, we do offer specific services to our clients to help them implement the strategies mentioned above.  For specific information and to determine if these services may be a good fit for you, please select any of the services listed below. 

Investment Advisory Services are offered through Lifetime Financial, Inc., a Registered Investment Advisory. Insurance and other financial products and services are offered through Lifetime Paradigm, Inc. or Lifetime Paradigm Insurance Services. Neither Lifetime Financial, Inc. nor Lifetime Paradigm, Inc., or its associates and subsidiaries provide any specific tax or legal advice. Only guidance is provided in these areas. For specific recommendations please consult with a qualified, licensed Advisor. Past performance is no guarantee of future results. Your results can and will vary. Investments are subject to risk, including market and interest rate fluctuations. Investors can and do lose money and, unless otherwise noted, they are not guaranteed. Information provided is for educational purposes only and is not intended for the sale or purchase of any specific securities product, service or investment strategy. BE SURE TO FIRST CONSULT WITH A QUALIFIED FINANCIAL ADVISER, TAX PROFESSIONAL, OR ATTORNEY BEFORE IMPLEMENTING ANY STRATEGY OR RECOMMENDATION DISCUSSED HEREIN.

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