Independent educational tools. Not affiliated with OPM, TSP, SSA, VA, DoD, or the U.S. government.
Free retirement checklist

Gather the numbers before you build the plan.

The Federal Retirement Readiness Checklist helps you identify the statements, dates, balances, and estimates you need before comparing retirement scenarios.

  • FERS and service information
  • TSP and investment balances
  • Social Security and other income estimates
  • Monthly retirement income goal
  • Retirement bridge questions

Send me the checklist

By submitting, you agree to receive the requested resource and occasional educational updates. Unsubscribe at any time. See our Privacy Policy.

Use the checklist with these free resources.

Free calculators

Run a simplified FERS pension estimate, TSP target, or monthly retirement-gap estimate.

Open Calculators

FERS pension basics

Understand the basic formula and the inputs that affect a rough estimate.

Read Article

Retirement income gap

Learn why timing differences between retirement income sources matter.

Read Article