Retirement of Your DreamsJason Bergquist

After a Loss: Your First 90 Days

Take this one slowly. Check the steps you have already taken. Anything left unchecked is something we can help you with, when you are ready.

The first week

Order 10 to 12 certified copies of the death certificateFind the will, any trust papers and recent account statementsKeep paying household bills that are on automatic payment

Within 30 days

Call Social Security (1-800-772-1213) and ask about survivor benefitsContact any pension plan about the survivor benefitCall life insurance companies to start claimsList every account and who is named as beneficiary on each one

Within 90 days

Learn your options for any inherited IRA or 401(k)Understand how filing as a single person may change your taxesUpdate the beneficiaries on your own accounts and review your willWrite down what you need each month to live comfortably

Is there anything you'd like help with first?

Where should your results go?

It's OK for Jason Bergquist to contact me about my results.

For educational purposes only. This is not tax, legal or investment advice, and it is not an offer to buy or sell any product. Retirement of Your Dreams.