MINT Wealth Management

Free Checklist

Smart Retirees: 15 Steps to a Successful Retirement

A practical checklist for Houston families with $1 million or more saved who are retiring in the next five years, or already have.

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MINT Wealth Management has helped Houston business owners, families, and retirees since 2005. Your first conversation is complimentary: we'll go through this checklist with you and show you where you stand.

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Sources

  1. 1. Social Security Administration, Delayed Retirement Credits: ssa.gov/benefits/retirement/planner/delayret.html
  2. 2. Medicare.gov, When does Medicare coverage start?: medicare.gov/basics/get-started-with-medicare/sign-up/when-does-medicare-coverage-start
  3. 3. Medicare.gov, Avoid late enrollment penalties: medicare.gov/basics/costs/medicare-costs/avoid-penalties
  4. 4. IRS, Required minimum distributions (RMDs): irs.gov/retirement-plans/plan-participant-employee/retirement-topics-required-minimum-distributions-rmds
  5. 5. Congressional Research Service, RMD Rules for Original Owners: congress.gov/crs-product/IF12750
  6. 6. Texas Comptroller, Property Tax Exemptions: comptroller.texas.gov/taxes/property-tax/exemptions
  7. 7. Harris Central Appraisal District, Deferred Property Tax Payments: hcad.org/assets/uploads/pdf/26-01-Deferred-Property-Tax-Payments.pdf
  8. 8. FEMA FloodSmart, Buying a flood insurance policy: floodsmart.gov/get-insured/buy-a-policy

This checklist is for general educational purposes only. It is not individualized investment, tax, or legal advice. Tax and legal matters should be reviewed with a qualified CPA or attorney. Figures reflect published rules as of October 2026 and may change. Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. This communication is strictly intended for individuals residing in the states of CA, CO, FL, GA, LA, MN, MO, MT, NY, OH, OK, OR, TN, TX & WI. No offers may be made or accepted from any resident outside the specific state(s) referenced.