Missing retirement records may mean lost dreams
Retirement records
It's a good idea to start organizing retirement records now so nothing's missing later. Record Tree® guides you to documents scattered around online and offline. You may never have to chase lost retirement benefits if you gather everything together now and record the details in Record Tree®. Remember, it's not just you who needs good retirement records. Your spouse or estate may one day have to know what you are keeping in your head, instead of Record Tree®.
Buy Now
Retirement documents
Have you located your social security card, original birth certificate, proof of US citizenship or lawful alien status, military service papers, benefit statements, exit letters, pension summary plan? Does Record Tree® know where they are? Have you created authorized access? Your future isn't secure until your retirement documents are secure. Download now. Start today.
Some of your retirement records may exist only on web sites where you filled out application forms or profiles. You know how easy it is to forget or misplace web addresses. Record Tree® gives you storage for retirement related web addresses, user ids and passwords. Record Tree® itself is password protected, so you are always in control of who has access to your retirement records.
Record Tree® has 12 essential pre-defined fields to cover 401-K, IRA and retirement documents for a limitless number of private and government pension plans.
Identify your pension sources and plan administrators in Record Tree® Make free-form notes to provide extra details, identify document locations and web addresses.
Protect the life you spent a lifetime building.
Manage your retirement records in Record Tree®.
Record Tree® software stores your information on your own computer or external drive. No connection to the internet is required. Record Tree® is protected with advanced encryption technology to safeguard the security of your retirement records and documents.
