2024 Retirement Calendar Checklist

Happy New Year! I hope you and your family had a joyous and safe holiday and made many warm memories. I also hope that 2024 brings you a strong economic recovery.

Do you know that retirement involves a lot more paperwork and deadlines than most people realize? Most of us assume we will be traveling and enjoying our grandkids, not recognizing the work that needs to be done beforehand.

Our Retirement Calendar Checklist gives you the guidance you need on taxes, Social Security, Medicare, retirement account distributions, year-end tasks, and more. It compiles multiple deadlines and tasks in a simple month-by-month format to help you see at a glance what needs doing. The guide also has lists of critical tasks laid out so that you can easily check off what has been accomplished.   

If you have any questions – or want more detailed information – please don’t hesitate to reach out to us. We are happy to discuss these matters and help in any way we can. But this quick reference is convenient for making sure you haven’t fallen behind.

We hope you find the 2024 Retirement Calendar Checklist to be as useful as we do.

Again, we wish you a very prosperous New Year!

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. 

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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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