Documents for Retirement Class Meeting
- Investment account statements (brokerage accounts, bank accounts, money market, cds, etc.)
- Annuity statements
- Retirement account statements (IRAs, 401ks, etc.)
- Defined benefit plan statement (pension plan -if applicable)
- Recent mortgage statement (origination date, amount & interest rate)
- Recent home equity loan or line of credit statement (origination date, amount & interest rate)
- Consumer debt statements (credit cards, car loans, personal loans, etc.)
- Custodial and education savings account statements
- Current pay stub
- Most recent tax return
- Social Security statement
- Estimated monthly or annual living expenses
- Any other asset or liability information you feel is important
Live The Life You Want To Live
