- Discuss retirement with your spouse and family. Consider emotions, timing, finances, and health.
- Attend Transitions to Retirement workshop. The USC Office of Benefits Administration and the USC Emeriti Center offer Transitions to Retirement Planning Sessions. These seminars are held throughout the year.
- Network with peers.
- Talk with your department chair.
- Consult with your dean.
- Schedule a confidential appointment the faculty retirement navigator by writing to Debbie Jones at firstname.lastname@example.org.
- Think about post-retirement use of time (family, leisure, travel, professional, and volunteering).
- Review your asset allocation.**
- Work with your USC retirement plan vendor or your financial adviser to create a plan for income and expense projections through retirement.
- Learn about your health care options including Medicare and USC Senior Care*.
- Review your Social Security “Personal Earnings and Benefit Statement.”
- Explore options at the Emeriti Center.
- Meet with professionals to discuss taxes and estate plans.
- Review and update beneficiaries on both your insurance and retirement accounts.
- Review your insurance policies.
- Organize important documents. The Emeriti Center has developed a writeable PDF, My Confidential Documents, to help you prepare, collect, and store all of your important information in one place.
- In your final four months of service, contact Keri Marroquin, Benefits Retirement Navigator, to discuss continuation of insurance benefits (dental, life, long-term care, vision, etc.) post-retirement via e-mail at email@example.com or call (213) 821-4572.
**Seek professional help as you transition retirement savings and investment portfolios to retirement income portfolios.
Last updated September 2020