VIEW A RETIREMENT CHECKLIST

There are several factors to consider when planning to leave the workforce. Be prepared by following a retirement checklist.
TOP 10 Ways to Prepare for Retirement

In this guide you’ll learn:

Improving your spending habits
Protecting your retirement savings
Knowing your retirement needs
Asking your employer to start a retirement plan
Contributing to your employer's retirement savings plan
Putting money into an Individual Retirement Account (IRA)
Learning about your employer's pension plan
Getting Social Security benefits
Considering basic investment principles
Asking the right questions about your retirement
Read the U.S. Department of Labor's retirement guide: "Top 10 Ways to Prepare for Retirement" on their website

ACCESS RETIREMENT CALCULATORS

Access retirement calculators and other financials tools from ssa.gov including:

Estimate monthly benefits based on your earnings record with the Retirement Estimator
Find your full retirement age and learn about retiring early with the Retirement Age Calculator
Dive deeper into your retirement, disability, and survivors benefits with the Detailed Retirement Calculator

LEARN ABOUT OTHER PROGRAMS AND RESOURCES FOR RETIREMENT

Learn about other selected resources for Pennsylvanians leaving the workforce.
Pennsylvania State Employee Retirement System
The Pennsylvania SERS is an independent administrative board that manages the public pension system for state employees
Medicare Counseling
The APPRISE program offers free Medicare counseling to older Pennsylvanians
Pennsylvania Municipal Retirement System
The Pennsylvania Municipal Retirement System provides pension resources for the state’s local governments
Aging Services
Learn more about services available to older Pennsylvanians

Find Your Local Office


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