Retiring from a Public School in the Next 10 Years?

Start with This Free Retirement Checklist Built Specifically for Public School Employees.

This free checklist walks through the retirement planning decisions public school employees commonly face — including your pension payout, Social Security timing, unused sick and vacation time, health insurance, and your tax picture.

Download the Free Checklist
  • 100% Free. Just practical guidance.

Stone House is an independent company and is not affiliated with or endorsed by PSERS.

Retirement from a Pennsylvania Public School Comes With Important Decisions

If you’re within a few years of retirement, there are likely several moving parts to think through:

Pension payout election

Social Security timing

Unused sick/vacation days (403(b) coordination)

Retirement income planning

Tax considerations

Healthcare and insurance planning

This checklist was created to help public school employees organize those decisions and better understand what questions to ask as retirement gets closer.

PSERS Checklist

What This Checklist Covers: 

  • Your Pension Options, Made Clearer

    Simple steps to get your official retirement estimate from PSERS and check with your school on things like unused sick days and any extra pay you're owed.

  • Social Security & Family Income

    How to get your Social Security estimate and think through your spouse's income too, so you both feel good about the plan.

  • Your Accounts, Explained

    A plain-language look at 403(b) options and IRAs, so you know your choices and —how they could have tax implications — before you move any money.

  • A Steady Paycheck After Retirement

    Tips for turning your savings into reliable income, plus how to build a cash cushion for the first few weeks of retirement.

  • Protecting What You've Built

    Easy reminders to keep your beneficiaries and estate plans in sync, and to check that your investments still match your comfort with risk.

  • Built specifically for public school employees.

This checklist is for informational and educational purposes only and should not be construed as personalized investment, tax, or legal advice. All investments involve risk, including the possible loss of principal.

Get the Free Checklist

By submitting your information through this form, you agree to allow Stone House Investment Management to use the provided information for marketing purposes. This may include, but is not limited to, sending promotional emails, newsletters, and other marketing communications.

Stone House Works With Many Families Preparing for Retirement

Our team regularly works with individuals and families preparing for retirement across several employer groups, including public school employees.

The goal of this checklist is simple: 

To help you begin organizing the important decisions that often come with retirement planning. 

KATIE JOHNSTON

BEN ROBINSON

MIKE CRAVATH, WMS℠

RYAN VASSIL, WMS℠

Todd Monahan Jr.

TODD MONAHAN, CEPA®

AIDAN BROWN, CEPA®

ZACHARY POLOVITCH

  • Local Advisors. Personal service. Fiduciary advice.

 CEPA® is a registered trademark of the Exit Planning Institute, which authorizes use of the mark by individuals who have successfully completed its certification requirements.
Wealth Management Specialist℠ and WMS℠ designations are issued by the College for Financial Planning® And are subject to established standards of conduct. You can verify designee status at http://cffpdesignations.com or call 800-237-9990.
Registration with the Securities and Exchange Commission does not imply that Stone House or its representatives have achieved a certain level of skill, certification or training or that the SEC approves of Stone House or its services.

No pressure. No obligation.

This checklist is educational and intended to help public school employees better understand retirement planning considerations.

Download Checklist Now
Scroll to Top