Retirement Planning Checklists

Federal Retirement Planning Checklists & Guides

Free, step-by-step checklists for FERS, TSP, benefits and OPM paperwork. Filter by where you are in your retirement timeline.

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Federal Retirement Countdown Checklist

What to do 12, 6 and 3 months before you retire.

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All 3–5 years 1–2 years 0–6 months Retired

Submitting Health Benefits, Life Insurance & TSP Elections Before Retirement

Reviewing Your Federal Personnel Records Before Retirement

Avoiding Mistakes on Your Federal Retirement Forms

Checklist: Submitting Your Federal Retirement Application

Federal Retirement Countdown Checklist

Verifying Creditable Service & Military Buyback

TSP Withdrawal & Rollover Checklist

10-Step Checklist for Federal Retirement Preparation

OPM Retirement Quick Guide – Simplified and Clear

Pre-Retirement Checklist for Federal Employees

Your Retirement Income Blueprint: Creating a Lifetime Paycheck

Tax-Smart Retirement: How to Reduce Your Tax Burden in Retirement

Social Security Secrets: When & How to Claim for Maximum Benefit

Maximizing Your FERS & TSP: A Smart Retirement Strategy

5 Costly Retirement Mistakes Federal Employees Must Avoid

The Ultimate Retirement Planning Checklist

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