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Retirement & Estate Planning

Planning for retirement can feel overwhelming—but you don’t have to do it alone. This page is designed to help PSEA members make informed decisions about retirement savings, pension options, and estate planning. Whether you’re just getting started or approaching retirement, you'll find valuable tools and trusted resources here.

🔹 Use retirement calculators to estimate your future income
🔹 Explore articles and guides tailored to educators
🔹 Learn about wills, trusts, and how to protect your legacy
🔹 Understand how your pension fits into your long-term goals

Start planning today to enjoy peace of mind tomorrow.

Planning Resources

Retirement Planning (Kades Margolis/Daybright Program)

NEA Resources - Personal Finance

NEA Resources - Retirement Tools

Articles and Insights

Kiplinger Monthly Retirement Report

It’s never too early to start planning. This monthly guide contains practical information and advice aimed toward helping you better prepare for and enjoy your retirement.

This $40/year, 12 issue resource is FREE to registered NEA members.