Resources For All TL;DR Books

PERA 401k/457 Fee Comparison Spreadsheet

HSA Growth Over Time Spreadsheet

Scenario 1: Table 2, Age 53, 30 Years

Scenario 2: Table 2-6, Age 60, 25 Years

Scenario 3: Table 7, Age 58, 32 Years

Scenario 4: Table 7, Age, 55, 30 Years (reduced)

Scenario 5: Table 2-9, Age 59, 35 Years

Scenario 6: Table 9, Age 57, 30 Years (reduced)

Original (more complicated) Scenarios Included in Original 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)