Free checklist of what every retirement portfolio needs available to print

Published: Friday, April 19 2013 6:00 a.m. MDT

FutureAdvisor's printable checklist shows simple steps for individuals to take to get finances ready for retirement.


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A simple infographic of what to do to get finances ready for retirement is available as a free printout from FutureAdvisor.

The infographic, designed by Amelia Greenhall, is in checklist form, so it shows what steps need to be taken to have a good retirement portfolio.

Instead of focusing on a specific age to retire, it shows what tasks need to be done at any time during life. This allows those who use it to set up retirement at their own pace and to space out the tasks on their own.

These steps include making sure the investment portfolio is age appropriate, having funds diversified, invest idle cash and utilize tax shelters, look at it two or three times a year and make the investment plan automatic. The PDF for the checklist is available here.

EMAIL: alovell@deseretnews.com

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