Scenarios for Colorado Public School Employees

Simplified Scenarios

The original spreadsheets (below) are too complicated (confusing?) for some folks, so I’ve created easier, simplified spreadsheets as well in case that is helpful. See the original ones further below to match the book exactly, but you may have a better experience with these simplified spreadsheets.

Simplified Spreadsheet: Retire at 47

Simplified Spreadsheet: Retire at 53

Simplified Spreadsheet: Retire at 58

 

Original Scenarios Included in Book

Retire at Age 47

Scenario 47-1: Teacher Married to a Teacher, Retire at 47, PERA Membership date before January 1, 2020
(Description of columns, spreadsheet)

Scenario 47-2: Teacher Married to a Teacher, Retire at 47, PERA Membership date after January 1, 2020
(Description of columns, spreadsheet)

Scenario 47-3: Teacher Married to Non-PERA Member, Retire at 47, PERA Membership date before January 1, 2020
(Description of columns, spreadsheet)

Scenario 47-4: Teacher Married to Non-PERA Member, Retire at 47, PERA Membership date after January 1, 2020
(Description of columns, spreadsheet)

Scenario 47-5: Single Teacher, Retire at 47, PERA Membership date before January 1, 2020
(Description of columns, spreadsheet)

Scenario 47-6: Single Teacher, Retire at 47, PERA Membership date after January 1, 2020
(Description of columns, spreadsheet)

Retire at Age 53

Scenario 53-1: Teacher Married to a Teacher, Retire at 53, PERA Membership date before January 1, 2020
(Description of columns, spreadsheet)

Scenario 53-2: Teacher Married to a Teacher, Retire at 53, PERA Membership date after January 1, 2020
(Description of columns, spreadsheet)

Scenario 53-3: Teacher Married to Non-PERA Member, Retire at 53, PERA Membership date before January 1, 2020
(Description of columns, spreadsheet)

Scenario 53-4: Teacher Married to Non-PERA Member, Retire at 53, PERA Membership date after January 1, 2020
(Description of columns, spreadsheet)

Scenario 53-5: Single Teacher, Retire at 53, PERA Membership date before January 1, 2020
(Description of columns, spreadsheet)

Scenario 53-6: Single Teacher, Retire at 53, PERA Membership date after January 1, 2020
(Description of columns, spreadsheet)

Retire at Age 58

Scenario 58-1: Teacher Married to a Teacher, Retire at 58, PERA Membership date before January 1, 2020
(Description of columns, spreadsheet)

Scenario 58-2: Teacher Married to a Teacher, Retire at 58, PERA Membership date after January 1, 2020
(Description of columns, spreadsheet)

Scenario 58-3: Teacher Married to Non-PERA Member, Retire at 58, PERA Membership date before January 1, 2020
(Description of columns, spreadsheet)

Scenario 58-4: Teacher Married to Non-PERA Member, Retire at 58, PERA Membership date after January 1, 2020
(Description of columns, spreadsheet)

Scenario 58-5: Single Teacher, Retire at 58, PERA Membership date before January 1, 2020
(Description of columns, spreadsheet)

Scenario 58-6: Single Teacher, Retire at 58, PERA Membership date after January 1, 2020
(Description of columns, spreadsheet)

Have a question?

Email me
Karl@FischLearning.com

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