Organizing your retirement paperwork

03/19/2013 | CBS MoneyWatch

Planning for retirement starts with organizing documents related to your investments and savings, writes consulting actuary Steve Vernon. Among the items Vernon suggests filing, either digitally or in hard copy: Booklets that describe your current retirement plans, 401(k) and IRA statements, printouts of your online Social Security Administration statements, mortgage-related documents and contact information and benefits information for life insurance policies.

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