Free guides, research, and official resources for educators and public service professionals planning for retirement.
Free Guides
- 5 Things to Consider for Early Retirement for Public Servants and Educators (free eBook)
- Chris Reddick Financial Planning Services Brochure
Research and Publications
Chris Reddick, CFP®, EA, RICP®, is also a professor at The University of Texas at San Antonio and publishes peer-reviewed research on retirement and financial planning.
- Reddick, C. G. (2026). Narrow Windows: Estimating the Household-Level Opportunity for Roth Conversions. Financial Planning Review, 9(4), e70050. Estimates how many near-retiree households actually have the conditions that make a Roth conversion worthwhile, and finds it is a much smaller group than commonly assumed.
- Reddick, C. (2026). Does the Form of Retirement Wealth Matter for Spending? Evidence from HRS/CAMS. Financial Services Review, 34(3), e008. Looks at whether retirees spend differently when their wealth is pension or annuity income versus savings account balances.
Taxes
- Internal Revenue Service
- IRS Online Account (view your tax records and payments)
Social Security
- my Social Security Account (view your earnings record and benefit estimates)
Retirement Plans
- Teacher Retirement System of Texas (TRS)
- Employees Retirement System of Texas (ERS)
- Texas County & District Retirement System (TCDRS)
- Texas Municipal Retirement System (TMRS)
- Thrift Savings Plan (TSP)
- OPM Retirement Services (FERS)
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