Paycheck & Paperwork Map
See your retirement paycheck on one page, and the paperwork you'll need to make it real. Built with you on one call.
See the moving pieces before you open another form.
Short video lesson
Paycheck & Paperwork MapFERS pension, TSP income, Social Security timing and the records to bring into the review.
Answer a few quick questions and pick a time. On the call we put your FERS pension, Social Security and TSP side by side with what you spend each month, and hand you the list of records and decisions to line up before you pick a date. Every figure is an illustrative estimate.
Before you start
- Who this is for: FERS employees about two years or less from retiring, with a TSP balance.
- Who it is not for: More than a few years out, or looking for product quotes.
- How it works: You build a Paycheck & Paperwork Map on one screen-share call with a vetted, peer-reviewed, independent licensed advisor.
- What to expect: A complimentary call. Nothing sold on the first call, and you keep the map.
- Your next step: Answer a few quick questions, then pick a time on the calendar.
Sample map
Paycheck & Paperwork Map
| Piece | Placed beside |
|---|---|
| FERS pension | High-3 and service range |
| TSP | Withdrawal choices |
| Social Security | Age 62 estimate |
| Agency records | Dates and next questions |
The review output
What the review produces
- A range, not a promise
- A date sequence
- A preparation list
For households with $250,000+ in retirement savings
Private educational request
A few quick questions, then pick a time.
No account, no documents, no obligation. Your answers decide whether the review fits you right now.
You are all set
Thank you. Your answers are saved.
The review is designed for households with $250,000 or more in retirement savings, so we will not ask for thirty minutes of your time yet. The education is yours either way, complimentary and in plain English.
A range, not a promise
Illustrative monthly ranges for the paycheck pieces you selected, with the assumptions kept visible.
A date sequence
A simple timeline for the retirement date, age 62 transition and later TSP decisions.
A preparation list
The records, elections and questions to carry into a conversation with your agency and household.
Annuity Explained is an educational resource and matching service, not an insurance agency, and does not provide individualized advice. It is not affiliated with, endorsed by, or sponsored by the Office of Personnel Management, the Thrift Savings Plan, the Federal Retirement Thrift Investment Board, or any government agency. Annuity guarantees are subject to the claims-paying ability of the issuing insurance company. Reviews are conducted by independent licensed insurance producers who may earn a commission only if you later choose to buy a policy. Figures shown are illustrative estimates based on the ranges you select and published rules; they are not a benefits determination. Verify your own figures with your agency, OPM, the TSP and Social Security.
Annuity guarantees are backed by the claims-paying ability of the issuing insurance company. Annuities are not FDIC insured and not bank guaranteed.