They’ve planned for it, they’ve saved for it, but up until now their retirement has seemed like a distant vision. Perhaps they’re narrowing in on a milestone birthday, or a point in their career where it makes sense to transition out of the workforce. 
For pre-retirees with a year or less left at work, what steps should be taken to ensure a smooth landing in retirement? What issues should they discuss with their employers prior to leaving? What paperwork needs to be filed?
Our financial advisors have helped clients sort through these and other questions that arise in the weeks and months before retirement.