5@55 Legal Checklist

Document Type: Information and Education

Tier Number: Tier 1, Tier 2, Tier 3, Tier 4, Tier 6

File Number: 726

Fact Sheet #726
A key part of retirement planning is to make sure you are prepared for the health and legal needs you may face. Here is a handy checklist to help you complete five key documents you need by age 55, but no later than retirement.