WRS News Online

Ready to Retire: What Do I Do Next?

Congratulations! Deciding to retire may be the hardest part of the entire process. ETF can help you master the next steps so that you make decisions that are right for you.

Here are 4 things for your to-do list:

  1. If you are 6-12 months from retirement and want an official estimate of your Wisconsin Retirement System retirement benefit, complete our online estimate request or contact ETF.
  2. For an unofficial estimate, use our WRS Retirement Benefits Calculator to run a projection. This is a great way to compare a variety of retirement dates. If you participate in the Variable Fund, first use the Variable Excess/Deficiency Calculator to project your benefit. Helpful hint: Have your last annual Statement of Benefits in hand so you can mirror your own WRS account information.
  3. Learn as much as you can about WRS annuity options, annuity adjustments, what to expect in your first year after retirement, protecting beneficiaries, sick leave conversion credits and much more by reviewing our forms and brochures, taking in a webinar, or finding an ETF-hosted benefits presentation in your area.
  4. Retirement is a process, not a single event. 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 and topics.

If you have your official estimate and feel you need to talk to someone at ETF in order to better understand it, consider attending one of our group retirement appointments. To find a group appointment in your area, use the interactive map or contact ETF.