Where you stand

I am within ten years of retiring

If that is you, here is what this situation usually involves, in the order it usually comes up: the things worth checking, what each one is, and where the arithmetic for it lives. None of it says what to do.

1. The full picture is every account, its tax character, and the income that can be counted on from Social Security or a pension; the net worth tool lays that out.
2. Sequence of returns: a bad first few years of withdrawals does damage that a bad year at 35 does not, and the amount of safe money that covers several years of withdrawals is a figure the stress calculator shows.
3. The years between retiring and required distributions are often the lowest income years of a life, which is why Roth conversions in those years are a subject on their own landscape page.
4. Medicare premiums are set by income two years back, so a conversion or a sale in one year changes a premium later; the landscape page explains the brackets.
5. A withdrawal rule chosen in advance can be tested against a 30 percent drop in year one; the how long will my savings last tool runs that test.
6. Beneficiary designations on every account, a will, and powers of attorney are the estate basics; an attorney handles the documents, and the beneficiary forms are with each custodian.

Read these

Spreading it out and betting big: what each one protects you from
Bonds and Treasuries: lending money, with a price that moves
Roth or traditional: two jars, one tax bill
Inflation: the quiet subtraction