Financial planning tool / Retirement

Military Retirement Readiness Checklist

Walk through pension, TSP, healthcare, and timing items families review before retirement.

15 minRelated: Financial PlannerLife event: Retirement, Retired / Veteran

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0 of 11 items

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Tools, calculators, estimators, checklists, and worksheets are for educational organization only and are not financial, tax, legal, accounting, or investment advice. Results depend on the assumptions you enter.

Timeline

Confirm planned retirement date
Plan terminal leave / transition leave

Pension and TSP

Confirm retirement system (Legacy, BRS, REDUX)
Review current TSP balance and fund mix
Notes / questions on TSP strategy

SBP questions

Discuss SBP election with household
Open questions about SBP

Healthcare

Identify expected Tricare option
Review dental and vision coverage gaps

Tax and state planning

Confirm legal residence before retirement
State tax questions for a CPA

Continue planning

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