The 55–65 Retirement Opportunity Guide
Ten decisions, a personal milestone worksheet and an age-by-age checklist for the final decade before retirement.
Open →Resources · 8 resources
Retirement Guides & Checklists
Printable guides and checklists to work through at your own pace.
Guides & checklists
8 resources
Can I Retire at 62?
22 questions covering assets, expenses, income, healthcare, Medicare, taxes and risk.
Open →401(k) at Retirement
Compare plan and rollover alternatives before moving money.
Open →Income Strategy Comparison Guide
At-a-glance table, checklists, an annuity quote worksheet and income floor and strategy-mix worksheets.
Open →The Retirement Tax Window
Organize the years between employment, Social Security, Medicare and RMDs.
Read →Retiring Before Medicare Checklist
Compare coverage options, costs, household income and the handoff to Medicare before your employer coverage ends.
Open →Medicare at 65 Checklist
Enrollment dates, doctors, prescriptions, coverage structure, HSA timing and IRMAA.
Open →Employer Retirement Plan Checklists
Two checklists for business owners: questions to ask any retirement plan advisor, and signs it may be time to review your plan.
Open →9 Investment Pitfalls
Nine common investing mistakes, from market timing to taxes, with 2026 figures and official sources.
Recursos en español
10 recursos
Se habla español. Guías, listas de verificación y un cuestionario imprimibles, en español, para descargar sin registrarse. Son materiales educativos traducidos del original en inglés; si hay alguna diferencia, prevalece la versión en inglés.
Guía de oportunidades para la jubilación de 55 a 65 años
English: 55–65 Retirement Opportunity Guide
¿Puedo jubilarme a los 62? Lista de verificación
English: Can I Retire at 62? Checklist
Guía de decisiones sobre el 401(k) al jubilarse
English: 401(k) Retirement Decision Guide
Lista de verificación: Jubilarse antes de Medicare
English: Retiring Before Medicare Checklist
Lista de verificación de Medicare a los 65
English: Medicare at 65 Checklist
Guía de la ventana fiscal de la jubilación
English: Retirement Tax Window Guide
Guía comparativa de estrategias de ingresos para la jubilación
English: Retirement Income Strategy Comparison Guide
Listas de verificación del plan de jubilación del empleador
English: Employer Retirement Plan Checklists
¿Qué tan preparado está para jubilarse? Cuestionario imprimible
English: Retirement Readiness Assessment
9 errores de inversión
English: 9 Investment Pitfalls
Next step
Not sure where to start?
Educational resources are organized around the retirement decisions most likely to collide between 55 and 65.
Content review
Prepared by Strong Tower Advisors for general retirement education. Rule-based content is linked to primary public sources where practical and is reviewed periodically because tax, retirement-plan, Social Security, healthcare and Medicare rules can change.
About Strong Tower Advisors · Editorial and sourcing standards · Last reviewed October 2026