Ready, set, retire! The 90-day plan for a smooth transition

Here is what you need to do 90 before and 90 days after your retirement

Why you Need This

  • Know exactly what you need to do and when to do it by
  • Don’t miss any deadlines that delay, reduce or eliminate your benefits
  • Includes recommended filing times for Social Security, PEBB & Medicare
  • Goes beyond the generic checklist DRS provides
  • Get answers to key retirement questions you might not have thought of yet
  • Time-saving: The roadmap will save you lots of time by providing you with a clear, step-by-step transition plan, rather than having to research and plan everything themselves.
  • Convenience: The roadmap can be downloaded and accessed online, making it a convenient option for employees who may not have the time or ability to attend in-person retirement planning sessions.
  • Peace of mind: Ultimately, this roadmap will provide you with peace of mind, knowing that you have a clear plan to follow

What’s Included:

The 90-Day Retirement Roadmap Visual

A customizable checklist so you don’t miss any of the filling deadlines

Bonus – Answers to 20 Frequently Asked Questions about retiring as a state employee

Bonus – 10 Tax Myths That Most State Employees Believe

Bonus – 5 Ways To Avoid Running Out Of Money eBook

Bonus – Taxes In Retirement Guide

$8.99

Planning, Advice & Fiduciary Investment Services are offered through Intirety, LLC, a registered investment advisor. Intirety, LLC. Washington TRS & PERS Retirement Planning & Scenic Financial are not associated with Washington Department of Retirement (DRS) or any government agency in any way. All content on this site is for information purposes only.

All content is developed from sources that are believed to provide accurate information. The information provided in these materials is not intended to be tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and the materials provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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