SunTrust Bank Home SunTrust Bank Home

Worksheet: Set Yourself Up for Retirement Success

Share current LOB: personal-banking
/Static/RC/Images/Featured/ST_PBIG Worksheet_704x343.jpg

When you retire, you’re doing more than just ditching your briefcase, kicking back and relaxing. Retirement is a mental, emotional and financial transition that requires advanced planning. To ensure a smooth transition, be sure to give a lot of thought to how you will spend your time—and your money. Fill out this worksheet to keep track of your goals as you approach retirement so you can make your dreams a reality.

Check in on your retirement goals

Consult with an advisor to learn how SunTrust can help you prepare for retirement.


This content does not constitute legal, tax, accounting, financial or investment advice. You are encouraged to consult with competent legal, tax, accounting, financial or investment professionals based on your specific circumstances. We do not make any warranties as to accuracy or completeness of this information, do not endorse any third-party companies, products, or services described here, and take no liability for your use of this information.

Related Content

  • Image of family playing together for Planning for Healthcare Costs in Retirement infographic

    Infographic: Planning for Healthcare Costs in Retirement

    It’s important to factor healthcare costs into your long-term savings plan. Follow these five tips to help keep future healthcare expenses from jeopardizing your retirement goals.

  • Inherited IRA Image of Man Doing Paperwork

    What are your options when you inherit an IRA?

    As the beneficiary of an inherited IRA, you have a decision to make about how and when you will begin to take distributions. Some factors that impact your options will be beyond your control. Others, however, will help determine an optimal distribution strategy.

  • Are You Set for Retirement

    Whether you are approaching retirement or have just started thinking about it, knowing how much money you'll need to live comfortably is a big step toward developing a solid retirement plan.

  • Catch Up With Your Retirement Savings

    Don't let the feeling that you've fallen behind keep you from saving.