• Social Security Statements
  • Go to www.ssa.gov
  • Set‐up user account
  • Print off most recent statement
• List of Current Assets/Statements
  • Retirement accounts (401(k)s, IRAs, ROTH IRAs, Defined Benefit Plans)
  • Other income
  • Rental Properties or Farm Land
• Debts
  • Mortgage Balances
  • Credit Card Balances
• Planned Changes
  • Housing
  • Travel Plans
  • Plans to work in retirement
• Previous Years Tax Return

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