Various free retirement planning checklists can be found online at Forbes, Financial Mentor, U.S. News and World Report and many other sites. Each site takes a slightly different approach, but all require careful thought and calculations.
The key to each checklist is the user's envisioned retirement lifestyle, which drives decision-making. Checklists focus on projected assets and income and also on plans for working, other desired lifestyle options and retirement location. Planning for the unexpected and extended life expectancy are other key issues addressed. Retirement checklists are less about checking boxes and more about a thoughtful consideration of the user's desired future.