Retirement Inventory 2 helps you take stock of the financial resources already in place for retirement.

Use the 0–5 scale to reflect on your current understanding of Social Security, retirement accounts, pensions and other income sources, and how well your accounts and beneficiary information are organized.

This inventory is designed to help you spot what you know, what you may need to look into, and where you may want to ask more questions.

Complete it digitally or print it and work through it by hand.