Digital Excel workbook
Federal Retirement Planning Workbook
A practical workbook for organizing your retirement income picture across FERS, TSP, Social Security, military retirement, brokerage accounts, and other income sources.
$19.99
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What the workbook helps you organize
Retirement dashboard
Summarize expected income sources and estimated monthly retirement cash flow.
FERS pension estimate
Use your projected high-3 salary, service, and applicable multiplier for a rough planning estimate.
TSP and account growth
Model balances, contributions, assumed growth, and potential retirement funding.
Scenario comparison
Review how different retirement dates and assumptions may change the outcome.
Other income sources
Add Social Security, military retirement, brokerage income, pensions, rentals, and other sources.
Income-gap view
Compare expected retirement cash flow with your desired monthly income.
Compatibility: This product is designed for Microsoft Excel on a desktop or laptop computer. Google Sheets compatibility is not promised.