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Income

I have a written budget for all necessary and discretionary spending.*

Based on this budget, I have an estimate of the income I will need each year when I retire.*

I know the income sources I will have in retirement and the amounts I will receive.*

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I know how each of these income sources will be taxed.*

I know what year I will retire.*

If within five years of retirement, my financial advisor has calculated and documented my income plan.*

My income plan indicates which accounts to withdraw from in each year.*

My income plan is inflation adjusted and runs through at least age 95.*

I know the optimal time to draw Social Security to help maximize the net amount received after taxes.*

I know the pension option to choose to help maximize my payments while still providing for my spouse.*

I have an inventory of all household assets.*