lockheed martin pre-retirement checklist - raymond … · 2014-12-18 · lockheed martin...
TRANSCRIPT
Lockheed Martin Pre-Retirement Checklist
Pension choices prior to retirement (irrevocable once choice is made)
LMT medical choices pre-Medicare and post-Medicare
When should I request my retirement package?
Utilizing LMT Pension Estimator on LM people
Income Distribution Plan for Retirement (de-accumulation strategy)
Establishing a written retirement plan
LMT Vacation Hour usage strategies prior to retirement
LMT Retiree Clubs
Military benefits (Tri-Care and Tri-Care for life) how this will affect your choices
What will happen to LMT medical once I am eligible for Medicare?
Setting up a Social Security strategy prior to retirement
401(k) vs. IRA/Roth IRA options in retirement
Importance of establishing a monthly budget in retirement & how to do it right
Understanding tax implications and how they will affect you in retirement
Understanding required minimum distributions (RMDs) in retirement
Long-term care insurance
Establishing or updating your wills for retirement
How to plan for parental care in retirement
Life insurance, annuities and other insurance in retirement
Should I roll my 401(k) to a Roth IRA or traditional IRA upon retirement?
Randall P. MacNeill, CRPC®, CLTC®, WMS®
Senior Vice President- Investments Investment Management Consultant
770.673.2144 // [email protected]