I have determined my monthly necessary spending amount in retirement, including an expectation for changes as I age.

I have evaluated when to start my Social Security benefits and considered taxation and coordination with my spouse's decision.

I have evaluated health insurance options, including pre-age 65, Medicare Advantage, Medicare Supplement, and Medicare drug plans and I have a plan for re-visiting my choices through retirement.  

I have evaluated any life insurance policies I own and know whether or not they will make sense in the context of my retirement income plan.  (Mark yes if you don't carry life insurance)

I have evaluated any annuities I own, including any applicable riders, and know how they will be used in the context of my retirement income plan. (Mark yes if you don't own any annuities)

I have considered the potential for long-term care, the costs associated with it, and how I would pay for it.  

I have evaluated which accounts I will use at which points in retirement to create tax-efficiency.

I have evaluated which of my budget items represent goals and/or dreams and which represent my minimum acceptable standard of living. 

I have a well-grounded expectation of my annual tax bill and have planned withholdings or quarterly estimated payments.