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Session 6

Retirement Readiness & Income Planning

Map retirement resources, income needs, and next planning actions.

Freedom Principle: Retirement is a destination that requires a map.

Participant downloads

Start with the Student Workbook, then download the homework, handouts, and worksheets you need. Use blank copies for your personal use; do not upload completed worksheets or sensitive financial information.

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Session 6 Student Workbook

Download the complete participant workbook for this session to take notes, complete exercises, and follow the lesson.

Download Student WorkbookComplete participant workbook • PDF • FFES Version 1.0
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Retirement Readiness & Income Planning Worksheet

Bring retirement goals, resources, and income questions together.

Download PDFFor participant use • FFES Version 1.0
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Retirement Account Types Quick Reference

Review 401(k), 403(b), TSP, IRA, and Roth concepts.

Download PDFFor participant use • FFES Version 1.0
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Retirement Income Sources Map

Organize potential sources of retirement income.

Download PDFFor participant use • FFES Version 1.0
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Session 6 Freedom Challenge & Homework

Complete one retirement-readiness action.

Download PDFFor participant use • FFES Version 1.0