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Investing Specialists

Your Retirement-Readiness Checklist

Here's a step-by-step guide to making sure your in-retirement financial plan is on track.

Whether you're putting together furniture from Ikea or planning a wedding, even the most daunting tasks are more manageable when you break them down into smaller pieces.

Crafting a financial plan for your retirement is no different. To be sure, retirement planning looks daunting from a few angles. Not only are you trying to create a plan despite some big unknowns--how long you'll live, how the markets will behave, and so on--but you're also likely to encounter a bewildering array of unfamiliar terminology, such as SWRs, RMDs, and SPIAs, to name but a few.