Duban Accountancy is a California-based financial agency. In addition to accounting services, DubanAccountancy serves clients with planning the financial aspects of their retirement.

As individuals prepare for retirement there are a number of income sources that must be continuously monitored. Creating a “my Social Security” account is a great way to receive a variety of estimates, including information on retirement, disability, and survivor benefits. Pensions must also be carefully assessed throughout retirement planning.

The American Academy of Actuaries’ Pension Assistance List is an excellent resource for individuals who want a report on their plan’s calculations, and provides access to a free four-hour consultation; likewise, the Pension Rights Center and the Labor Department’s Employees Benefits Security Administration both provide cost-free insight. Other incomes that must be accounted for include annuities, life insurance values, possible inheritances, and stock and bond income. The sale of real estate, personal property, and any other valuable assets must also be tracked.