Firefighter Retirement Planning Workbook - 13-Page Printable PDF
Bring pension quotes, retirement income, household spending, account information and healthcare choices together before making a major election.
Thirteen printable pages include pension option comparisons, lump-sum tradeoff prompts, an income map, spending and account inventories, 457(b) questions, healthcare and survivor pages, a 90-day action plan, and a decision record. Enter figures from your own official statements.
Digital PDF download. This is a printable organizer with no automatic calculations or individualized advice. Confirm benefits and elections with your retirement system and qualified advisers.