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ANTICIPATE Social Security and Your Retirement s a v i n g : i n v e sting : PLA NNI ng2Contents Getting started5 Retirement expectations6 The cost of retirement7Social Security benefits10Bridging
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Getting close to retirement refers to the period of time leading up to an individual's retirement age.
Individuals who are approaching retirement age are typically required to file for retirement benefits.
The process of filling out retirement forms may vary depending on the specific retirement system or program being utilized.
The purpose of getting close to retirement is to ensure that individuals are prepared to transition into retirement smoothly and efficiently.
Information such as income, assets, previous work history, and family information may be required to be reported when getting close to retirement.
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