Federal Retirement Readiness Checklist
A simple checklist for gathering your retirement income sources, account balances, statements, and planning assumptions.
Download PDFFree downloadables
Start organizing your federal retirement numbers.
Download free worksheets designed to help you gather the right information before you build a full retirement plan.
TSP Max Contribution Cheat Sheet
A one-page 2026 contribution reference with room to plan monthly and per-pay-period contribution targets.
Download PDFFERS Pension Estimate Worksheet
Use your high-3 salary and years of service to estimate a starting monthly FERS pension amount.
Download PDFRetirement Income Gap Worksheet
Compare expected monthly income against your desired retirement spending number to estimate the gap.
Download PDFFree checklist
Get the Federal Retirement Readiness Checklist.
Enter your name and email to access the free checklist and receive occasional Federal Retirement Planner updates.
- Know what documents and estimates to gather.
- Review FERS, TSP, Social Security, and other income sources.
- Start identifying your monthly retirement income gap.
