Close Close

10 Financial Planning Steps to Take Within 10 Years of Retirement

Your article was successfully shared with the contacts you provided.

Related: A Financial Planning Checklist for Newly Single Clients Over 50 

The 10 years leading up to retirement is a crucial time in determining whether or not your client will be able to retire successfully and on time.

There are a number of important financial planning issues to deal with during this period, including budgeting, creating a withdrawal strategy and estate planning.

In the gallery above are 10 important steps to guide your client through within this 10-year window. 

(Image: Chris Nicholls/ALM; Adobe Stock)