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Items to have on hand as you create your NewRetirement Plan
Items to have on hand as you create your NewRetirement Plan

This article describes the important documents and resources you'll want to have on hand to create an accurate plan.

Nancy Gates avatar
Written by Nancy Gates
Updated over a week ago

Creating a plan is a multi faceted process. Please reference this list as a guide to the documents you'll want to have available when you set up your plan.

  • Account login Information

  • Gross pay

  • Passive income from rental properties

  • Monthly, quarterly, and annual expenses

  • Medical expenses

  • Infrequent or uncommon expenses and purchase intervals

  • Most recent tax return(s)

  • Annuity statements

  • Pension statements

    • Summary Plan Document (SPD)

  • Social Security statements

  • Account Statements

    • Bank accounts

      • Checking accounts

      • Savings accounts

    • Retirement accounts

      • Account growth rates

    • After tax brokerage accounts

      • Account growth rates

      • Annual dividend rates

      • Account turnover rates

    • Educational Savings Accounts

      • Account growth rates

    • Health Savings Accounts

      • Account growth rates

  • Mortgage balances, principal, and interest payment amounts

  • Debt balances, principal, and interest payment amounts

    • Credit cards

    • Student loans

    • Auto loans

  • Insurance policies

  • Beneficiary designations

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