Retirement Checklist

Start planning life after your last paycheck. This free 6-page checklist helps working Americans gather retirement accounts, review income and healthcare, and choose three practical actions for the next 30 days.

Includes money and benefits checklists, a retirement snapshot, and a 30-day action plan. Download the printable PDF or type into its fillable fields using a compatible PDF reader. Fields do not calculate automatically.

Educational US retirement planning guide, 2026 edition. Not individualized financial, tax, legal or insurance advice.