Getting ready for retirement checklist
[DOCX File]HOUSING AND MONEY MANGEMENT - Home - Casey Family …
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Getting Ready for Tax Season: Whether you do your own taxes or rely on an outside preparer now would be a good time to start thinking about all the tax forms you will need, and to make sure your mailing and e-mail addresses are up-to-date. Following is a list of the most common IRS tax forms: Form W-2 (the "Wage and Tax Statement
[DOC File]Get a Jump on Retirement
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I'm Getting Ready. I CAN DO IT! I'm Getting Ready is designed as an interactive workbook. Its activities are created to motivate learning. The "lessons" encourage involvement of friends, groups, family, community, and/or the individual.
Retirement Planning Checklist: 43 Tasks to Get You Ready!
Learning & Employee Development also offers other optional “retirement ready” classes throughout the year. 9 Months before Retirement If there is a community property settlement, provide a copy of court order to CalPERS that resolves the claim to determine if the order is acceptable for dividing retirement …
[DOCX File]RETIREMENT PLANNING CHECKLIST - County of Santa Clara
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This Getting Ready for Estate Planning workbook is provided to you to help you work through the six steps and have a record of the items that you have decided upon. Please use this page to check off the items that are completed and the date you completed the step. ... (not held in retirement account) E. Retirement benefits. F. Personal property ...
[DOC File]Step 1: Initiate the Discussion
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They also encourage clients within two years of retirement to test-drive their future budget. For example, if you expect to live on 85% of your pre-retirement salary, cut your spending by 15% now and save the rest, preferably by maxing out your retirement savings. A working couple can stash up to $44,000 a year into their 401(k) plans.
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