Items to Bring

  • 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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