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Retirement Checklist

We all wonder what's helpful to secure our retirement:

House Paid or low mortgage
 College costs paid or children on own
Good size pension
Investment nest egg or rental property
IRA & 401K
Retirement Income


Pension: $
Social Security: $
Interest & Dividends: $
401K: $
IRA & Annuity: $
Net rent & other income: $
Total Income: $
 

Planned Retirement Activities:

Hobbies Sports
Community Service Family
Travel Adventure