Retirement Planning

Because you deserve to enjoy the retirement of your dreams

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Retirement Planning for Educators is Different

Watch this short video to learn why retirement planning is different for educators and how NEA Member Benefits can help.

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Build Wealth by Making Saving and Investing a Habit

5 Steps to Get Your Retirement Planning Back on Track

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Wealth-Building Secrets of the Millionaire Next Door

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.

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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.

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^® Online Savings Account

Build your savings with rates that are 5X the national average.¹ With no minimum opening deposit and no minimum monthly balance, it’s a worry-free way to make your savings work harder for you.

Learn More

Tools and information to create a strong retirement plan

Retirement Planning

Because you deserve to enjoy the retirement of your dreams

Make the most of your retirement planning