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BBI

Retirement Readiness Checklist

A decade-by-decade checklist covering exactly what to have in place in your 20s, 30s, 40s, 50s, and 60s. Comes with a contribution cheat sheet summarizing account limits, employer match rules, and catch-up contributions so you never leave free money on the table.

What you'll get

  • By-decade checklist: the key retirement moves for each stage of your career
  • Contribution cheat sheet with account types, limits, and catch-up rules at a glance
  • Savings-rate benchmarks โ€” how much of your income to set aside by age
  • Employer match worksheet to confirm you are capturing the full match
  • Simple net-worth milestone table (multiples of salary by age)

Retirement Readiness Checklist

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