Federal Retirement Paycheck Checklist
Use this checklist to organize the information and questions that can help you understand how your federal benefits and other assets may work together in retirement. You do not need to submit this information through the website.
Retirement Timing
- Approximate retirement date
- FERS or CSRS coverage
- Years of creditable service
- Estimated High-3 salary
- Whether a retirement estimate has been requested from the employing agency
Monthly Income
- Estimated federal pension
- Estimated Social Security benefit
- Desired monthly retirement income
- Other pension or rental income
- Expected part-time income
TSP Information
- Approximate Traditional TSP balance
- Approximate Roth TSP balance
- Current beneficiary designation reviewed
- Outstanding TSP loan, if applicable
- Withdrawal approach being considered
- Questions about remaining in the TSP or considering a rollover
Healthcare and Protection
- FEHB eligibility in retirement
- Medicare timing
- Survivor-benefit election questions
- FEGLI or other life insurance
- Long-term care considerations
Taxes and Liquidity
- Expected taxable income
- Emergency savings
- Major planned retirement expenses
- Required minimum distribution questions
- Access to cash outside retirement accounts
Questions to Discuss
- How will my income sources work together?
- Where might an income gap exist?
- What decisions must be made before retirement?
- What decisions can wait?
- What should my spouse or partner understand?
- What information is still missing?
Not Ready to Schedule Yet?
Use the Federal Retirement Paycheck Checklist to organize the information and questions that may be helpful when evaluating your retirement-income picture.
Your calculator entries are not included with this request. We will use your contact information only to provide the requested resource and related educational communication, subject to our Privacy Policy. Privacy Policy.
Ready to discuss your retirement income picture?
Schedule Your Complimentary TSP Retirement ReviewMeet with Johnathan Adler, LTCP, for a complimentary 30-minute conversation. There is no obligation, no requirement to move your TSP and no expectation that you purchase a financial product. Spouses and partners are welcome.