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Retirement Planning Checklist: 18 Steps to Ensure a Comfortable Retirement Here's a retirement planning checklist to consider as you approach retirement age: • Estimate your retirement expenses : Determine how much money you'll need each year to cover your expenses during retirement. • Review your Social Security benefits : Determine the amount of Social Security benefits you'll receive and decide when you should begin taking them. • Evaluate your retirement accounts : Review your retirement accounts, such as your 401(k) or IRA, and make any necessary adjustments to ensure they align with your retirement goals. • Assess your investment portfolio : Determine if your investment portfolio is properly diversified and if it aligns with your retirement goals. • Consider healthcare costs : Estimate how much you'll need to pay for healthcare expenses, including insurance, premiums, and deductibles. • Review your estate plan : Update your will, power of attorney, and other