Your Road to
Retirement Starts
Here
A Simple Guide to Retirement Basics
Planning for retirement can feel overwhelming, and many people are unsure where to begin. Our Road to Retirement Guide offers clear, general explanations of key topics savings, benefits, timelines, and common rules so you can better understand the factors that shape retirement decisions.
The 9 chapters of the Road to Retirement Guide:
- Define Your Retirement Goals
- Take Inventory of Your Current Situation
- Understand Your Retirement Income Sources
- Build & Manage Your Retirement Savings
- Protect Your Plan: Insurance, Health Care, & Risk Management
- Turn Your Savings into a Retirement Paycheck
- Seek Professional Guidance & Revisit Your Plan
- Tools, Calculators, & Trustworthy Resources
- Glossary of Key Retirement Terms
Get the Road to Retirement Guide
More Retirement Resources
Explore additional educational tools that can help you understand key retirement rules and timelines. Our calculators offer general estimates, and our blog provides simple explanations of topics such as healthcare considerations, age-based milestones, and how different benefits may coordinate. You can also review recent retirement news to stay informed about policy updates. These resources are for education only and are designed to help you better understand the factors that influence retirement planning.
Get Retirement Guidance
If you’d like additional help understanding your retirement options, you can request to be connected with an independent, licensed professional. By completing the form, we’ll share your information with a third-party specialist who can answer general questions and provide guidance based on their qualifications. These professionals are not part of our organization, and any conversation you choose to have with them is entirely between you and that individual.
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Who We Serve
If you’re unsure where to start, our overview of the markets we serve shows how we support federal, state, local, and private-sector individuals. We present this information in a clear, educational way so you can see where your situation may fit. If you’d like additional details about your retirement options or the groups we serve, you can contact us to learn more about the independent third-party resources available to you.
Income & Benefits Education
Learn about general retirement concepts that help individuals understand how different programs and savings options may influence long-term planning. Our role is to explain these ideas in a clear, educational way so you can review what may relate to your situation. If you’d like additional information, you can contact us to learn more about our educational materials and the independent third-party options available to you.
Discover Retirement Basics
Retirement education doesn’t have to be complex. Our articles and guides break down key ideas and explain how different benefit programs and savings options work, helping you understand what may relate to your situation. These materials are designed for self-paced learning and focus on clear, unbiased information. Explore our educational content to get a clearer view of how various retirement elements fit together.