Retirement Planning

Because you deserve to enjoy the retirement of your dreams

Make the most of your retirement planning

Couple using a laptop and reviewing financial statements to make sure they’re on track to meet their retirement savings goals

Rev Up Your Retirement Goals

Use these three calculators for NEA members to help assess your current retirement savings status and plan your way to a comfortable nest egg.
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6 Simple Ways to Get Your Finances in Order
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Investing Basics for Educators
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How Savi Helps Educators Find Student Loan Debt Relief

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.

Download your FREE guide

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?

Get your snapshot

How to Navigate Your Financial Future Now

This 3-part, 20-minute video series shares expert tips and money-management strategies to cope with financial impacts due to COVID-19.

Watch it Now

Read Kiplinger’s 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.

Read this month’s issue

Take the next step in your retirement planning

 

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Create and manage your retirement plan online

 Are you a do-it-yourself investor? Make your own investment decisions with DirectInvest®, a self-directed online 403(b) account offered as part of the NEA Retirement Program.
Sign In to Learn More
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. 
Sign In to Learn More
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.
Sign In to Learn More

Resources to help you plan, protect and enjoy your retirement

NEA Retirement Program

No matter where you are on your retirement path, the time to plan is now. The NEA Retirement Program gives you an easy, low-cost way to build your future retirement income along with educational resources to help you make important financial decisions.

Learn More

NEA Student Debt Navigator powered by Savi

Special student loan accommodations are now available for borrowers affected by COVID-19. You may be able to have your payments reduced through a federal income-driven repayment program.

Learn More

NEA Smart Money Account

A one-of-a-kind way to make the most of your money: investment and growth with the potential for higher returns. Spend whenever you need, manage bills, make deposits, or simply watch your money grow. Fund your NEA Smart Money Account by linking an existing bank account or by setting up direct deposit.

Learn More

 

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.
Get the Free Guide

 

Tools and information to create a strong retirement plan

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