Checklist for Older Americans Nearing Retirement

The American Dream of working for 40 years and retiring with a good pension that will provide a comfortable retirement is no longer the norm. For older Americans who are nearing retirement age, this handy retirement checklist can help them prepare for their golden years.

Once all the relevant data has been gathered, it’s time to calculate exactly how much income will be required. A good retirement calculator can help assess the income needed to support a comfortable retirement

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Material contained in this article is provided for information purposes only and is not intended to be used in connection with the evaluation of any investments offered by David Lerner Associates, Inc. This material does not constitute an offer or recommendation to buy or sell securities and should not be considered in connection with the purchase or sale of securities.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable– we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

Some of this material has been provided by Broadridge Investor Communications Solutions, Inc.

David Lerner Associates does not provide tax or legal advice. The information presented here is not specific to any individual's personal circumstances.
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