Retirement Planning

Because you deserve to enjoy the retirement of your dreams

Tools to help you plan for the future

The Educator’s Guide to Retirement Planning

Get this easy-to-read overview of state pension plans, Social Security and the various considerations unique to public-school employees. Plus, there’s a two-page checklist to help you assess your situation.

Find out what your retirement can look like

Designed especially for educators, the NEA Retirement Income Calculator includes your state pension data and options to add your spouse, other income sources and more. Are you on track for a secure retirement?

Read the Kiplinger Retirement Report

Find practical information and advice to help you better prepare for and enjoy your retirement. This monthly resource, valued at $40/year, is FREE to NEA members.

Take the next step in your retirement planning


DirectInvest Retirement Program - Confident Young Woman with Crossed Arms

Are you a do-it-yourself investor?

Make your own investment decisions with InvestMyself℠, a self-directed online account with IRA and 403(b) options, offered as part of the NEA Retirement Program.
Talk to an NEA Retirement Specialist - Woman Listening at a Meeting

Get personalized help from an NEA Retirement Specialist

Educators have unique retirement planning needs. As an NEA member, you can talk to a local, independent financial advisor that can help you plan your retirement. 
Five-Minute Retirement Checkup Calculator

Is your retirement plan on track?

Where are you now and where do you need to be? Answer a few questions and you’ll get a retirement savings snapshot plus additional retirement planning resources.

Resources to help you plan, protect and enjoy your retirement


NEA Retirement Income Guide - Owl Peeking Out From a Tree Trunk

It’s always a good time to give a hoot about retirement planning

“An Educator’s Guide to Retirement Income Planning” covers public-school pensions, Social Security and more. Use the checklist to assess your current situation so you can retire when you’re ready.


NEA Advocacy

NEA is working to ensure that all educators have fair and equitable access to their Social Security by advocating for the full repeal of the Government Pension Offset (GPO) and the Windfall Elimination Provision (WEP).
More details on NEA’s legislative advocacy can be found here:

Tools and information to create a strong retirement plan