WRS News Online

Teach Me How to Retire

Have you decided to retire within the next 6 to 12 months? Congratulations! That milestone may be the hardest part of the entire process. ETF can help you understand and master the next steps so that you make decisions that are right for you.

Here are a few things for your retirement planning "to do" list:

  1. Obtain an official retirement estimate by completing our retirement online estimate request or contact us.

  2. If you want an unofficial retirement estimate, use our WRS Retirement Benefits Calculator to run your own benefit projection. Helpful hint: Have your last annual Statement of Benefits in hand so you can enter data that mirrors your WRS account information. This is also a way to compare a variety of retirement dates. If you participate in the Variable Fund, first use the Variable Excess/Deficiency Calculator to project this portion of your benefit. 

  3. Learn as much as you can about Wisconsin Retirement System annuity options, post-retirement annuity adjustments, what to expect in your first year, protecting beneficiaries, health insurance and sick leave conversion credits and much more. Our forms and brochures and webinars cover all of these topics. In addition, attend an ETF-hosted benefits presentation in your area.

  4. Retirement is a multi-step process. Do you want to know more about the process and develop a plan for retirement? This recorded ETF webinar will help you think through many key issues.

For those with completed retirement estimates: If feel you need to talk to someone to better understand your options or the process, consider making an appointment with a benefits specialist.

We have three convenient types of appointments: online, individual or group. For a list of group retirement appointments in your region, see our interactive map. To schedule an appointment, contact ETF.