Retirement
Free Retirement Checklist (US & UK) | 12 Dated Steps, Documents, Free Official Help
A free 2-page retirement checklist for the US or the UK: 12 steps in order, the official deadlines, the documents to gather and free official help.
Who it is for
Anyone getting ready for retirement in the US or the UK, alone or as a couple, and family members helping them. It stands on its own: print it and tick as you go.
What you get
A 2-page checklist to get ready for retirement without missing a step: 12 steps in order with when to do them, the official deadlines (your Medicare window or your State Pension claim, COBRA's 60 days, the minimum pension age…), 10 papers to gather and free official help.
What you get
- Free-Retirement-Checklist-US-Letter.pdf – 2 pages, US Letter.
- Free-Retirement-Checklist-UK-A4.pdf – 2 pages, A4.
Gumroad asks for your e-mail address to send you the file and the receipt. If the shop writes to you later, every message has an unsubscribe link.
Going further
The Retirement Planner (UK) from Okiplan dates every step for one or two people and builds your budget before and after. A US edition is in preparation.
Seller: SASU MOE CAPITAL, France · Terms: lesbonsmots.gumroad.com/terms · Withdrawal: lesbonsmots.gumroad.com/withdrawal · Consumer mediator (France): SMP, www.mediateur-consommation-smp.fr
Fictitious sample data. Written with AI assistance. Not legal, tax or financial advice, and not medical advice: rules as of 18 October 2026, check your own situation on the official websites before you decide.
License
Personal and family use · you may print it · don't resell it
Sold through Gumroad, which collects payment and issues the invoice. Consumers: 14-day withdrawal right, legal guarantee of conformity for digital content, SMP consumer mediator. Details in the terms of sale and the legal notice.