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