The TRS Gap Checklist | The Stewardship Mom

1. I know my TRS multiplier and estimated monthly benefit at retirement. Yes No

2. I know how many years of service I need to reach full, unreduced benefits. Yes No

3. I understand how Social Security may or may not factor into my retirement income. Yes No

4. I have a 403(b), 457, or other supplemental account — and I know roughly what's in it. Yes No

5. I've estimated whether my TRS pension plus savings will cover my actual monthly expenses. Yes No

6. I have a plan for health insurance costs between retirement and Medicare or TRS-Care eligibility. Yes No

7. I've reviewed my life insurance and long-term care protection, or know I need to. Yes No

8. I know exactly who to call with questions about any of the above. Yes No

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