Checklist for Older Americans Nearing Retirement

Checklist for Older Americans Nearing Retirement

Core Facts

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According to the US Census, there are almost 75 million baby boomers (born between 1946 and 1964) in America. The first wave of these baby boomers has already reached retirement age, and it’s not too far off for the rest.

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.

Retirement checklist part 1 David Lerner Associates

retirement checklist part 2

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


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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Founded in 1976, David Lerner Associates is a privately-held broker/dealer with headquarters in Syosset, New York and branch offices in Westport, CT; Boca Raton, FL; Teaneck and Princeton, NJ; and White Plains, NY. For more information contact David Lerner Associates Call 516-921-4200 Visit our website:

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Jake Mendlinger
Account Manager
516.829.8374 X 232

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