Retirement is a series of decisions, and a few of them can't be undone. This checklist keeps them all in one place.
From your Minimum Retirement Age to your survivor benefit election to when you claim Social Security, this checklist walks through each decision in the order it comes up. It's a simple way to see where you stand and what's still ahead.
What's Inside
✓Survivor benefit election
✓Social Security claiming
✓Beneficiary designations
This Checklist Is For
Federal employees within five years of retirement
USPS and postal employees
Spouses who want to understand the plan, too
Anyone who wants a clear place to start
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You're all set!
Your Retirement Checklist is ready. If any questions come up as you go through it, I'm always happy to help.
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Mia Smith, MBA, FPWM, FRC, NSSA®Federal Retirement Consultant
321.567.1958 ·
octusfinancial.com
