👋 Welcome to Teacher Retirement Planning OS. This gives you the four core planning databases to get started. For the full system — including 6 in-depth guides, Pension Math, Tax Planning, Health Insurance decision matrix, and 26-state resource library — see the complete version.

⚙️ Your Settings

Start here. Update with your information.

Setting Your value
Your name Add your name
State Your state
Pension system e.g. CALSTRS, TRS-TX, PSERS
Target retirement date YYYY-MM-DD
Years of service so far Enter years
Estimated monthly pension Get estimate at retirement-tax.com

🧮 Don't know your pension estimate? Get it free in 2 minutes at retirement-tax.com — select your state, enter years of service and salary.

🚀 How to use this template

  1. Duplicate this page to your own Notion workspace (button top right)
  2. Update Settings table above with your information
  3. Open each database below — edit the rows to match your situation
  4. Check weekly — 10 minutes every Sunday is all this needs

📊 Your databases

📅 Retirement Timeline

Track every milestone from today to your last day.

💰 Income Projections

Map every income source you'll have in retirement.

📋 Document Checklist

Every document you need — with where to get it.