Uncover Hidden Gaps in Your Federal Retirement Plan
Federal retirement decisions are complex.
You've built a FERS pension, a TSP balance, and Social Security benefits over a long federal career. Up to now, you've had tools to grow those benefits with little need to be hands-on. Retirement changes that. The decisions ahead are yours to make.
A complete plan is more than a healthy TSP balance. It's whether your income, taxes, healthcare, and estate decisions are all in place and working together. Most federal employees address these one at a time, in isolation. The gaps are easy to miss until they cost you.
In a few minutes, the Scorecard shows you how your plan measures up across five areas:
- Income & Lifestyle
- TSP & Investments
- Tax Strategy
- Healthcare
- Protection & Estate
Answer a few questions and get your score. See where your plan is solid, where the gaps are, and what to address before your retirement date.
See How You Score in Each Critical Area
Income & Lifestyle
Evaluate how well your pension, TSP, and Social Security are coordinated to create a stable, lasting income that fits your retirement lifestyle.
TSP & Investments
Understand your TSP and investment strategy for sustainable withdrawals, growth, and risk management throughout retirement.
Tax Strategy
See if your plan minimizes taxes now and in the future, from Roth conversions to RMDs and tax-efficient income streams.
Healthcare, Protection & Estate
Check your readiness for healthcare costs, FEHB and Medicare coordination, long-term care, and keeping your estate and protection plans up to date.
