The Federal Retirement Organizer | 2026 Professional Planning Edition

Get your federal retirement plan out of your head and into one organized place.

The Federal Retirement Organizer is a practical 20-page planning resource designed to help federal employees organize the information, decisions, estimates, documents, and questions that matter before retirement.

Instead of trying to keep track of FERS, TSP, FEHB, FEGLI, Social Security, Medicare, survivor benefits, and retirement paperwork separately, this organizer helps you bring the major pieces of your retirement planning together in one structured resource.

INSIDE THE ORGANIZER:

• Retirement Profile
• Retirement Eligibility & Date Planning
• Service Credit Review
• High-3 & FERS Basic Annuity Planning
• FERS Annuity Supplement Planning
• TSP Retirement Planning
• FEHB Into Retirement
• Medicare & FEHB Coordination
• FEGLI Into Retirement
• Social Security Planning
• Survivor & Beneficiary Planning
• Retirement Cash Flow
• Transition Reserve & Processing
• Retirement Application File
• Retirement Countdown
• Decision & Verification Log
• Questions for HR, OPM, TSP, Social Security, Medicare, and other professionals
• Official Authority & Verification Sources

BUILT AROUND A SIMPLE APPROACH:

YOUR DATA
Record the information you know from your own records.

PLANNING ESTIMATE
Organize calculations, estimates, and retirement scenarios.

OFFICIAL VERIFICATION
Identify the information that should be confirmed with the appropriate agency, program, or professional before making important retirement decisions.

WHO THIS IS FOR:

Federal employees who want a clearer, more organized approach to preparing for retirement—whether retirement is several years away or getting close.

FORMAT:

• 20-page digital PDF
• Printable
• Designed for personal retirement planning and organization
• 2026 Professional Planning Edition
• Immediate digital download

Federal retirement involves a lot of moving pieces.

The Federal Retirement Organizer gives you one place to start putting those pieces together.

IMPORTANT:

This is an independent educational and organizational resource. It is not an official government publication and is not affiliated with, endorsed by, or sponsored by any federal agency. It does not provide legal, tax, investment, financial, or individualized retirement advice. Federal rules and individual circumstances can change. Important retirement decisions should be verified using current official sources and the appropriate professionals.