Retirement Planning Tool

FERS Pension Calculator - Complete Federal Retirement Income Calculator

Free FERS pension calculator for comprehensive retirement income planning. Calculate total federal retirement income including FERS annuity, TSP withdrawals, Social Security benefits, and survivor benefit costs. Our calculator uses OPM formulas to project your complete retirement income from all three FERS components and determine your income replacement rate.

Last updated: January 10, 2025

Complete 3-tier FERS income analysis
Survivor benefit cost calculation
Income replacement rate assessment

Need a custom retirement planning tool for your organization? Get a Quote

FERS Pension Calculator
Calculate comprehensive FERS pension and total retirement income

Provides income to spouse after death

TSP & Other Income

Typical safe withdrawal rate: 4%

Complete Retirement Income Breakdown

FERS Pension (Gross)Guaranteed

$2,750/mo

$33,000 annually

Survivor Benefit Cost-$275/mo

100% survivor benefit protection

Net FERS Pension

$2,475/mo

TSP Monthly

$1,667

Social Security

$3,333

Total Monthly Income

$7,475/mo

$89,700 annually

Income Replacement RateExcellent

89.7%

Target: 70-80% of pre-retirement income

Income Source Breakdown

FERS Pension:33.1%
TSP Withdrawals:22.3%
Social Security:44.6%

FERS Pension Calculator Features & Components

FERS Basic Pension
Calculate guaranteed monthly lifetime annuity payments

Component 1 of 3

30-35% Income Replacement

Lifetime guaranteed income from federal government

TSP Withdrawal Calculator
Project sustainable Thrift Savings Plan withdrawals

Component 2 of 3

10-20% Income Replacement

Self-directed 401k-style retirement savings

Social Security Estimate
Estimate Social Security retirement benefits

Component 3 of 3

30-40% Income Replacement

Federal benefits with full Social Security coverage

Survivor Benefit Calculator
Calculate cost and value of spousal survivor protection

Cost reduction

5% or 10% of Pension

Provides 25% or 50% of pension to surviving spouse

Income Replacement Calculator
Determine if retirement income meets your needs

Target range

70-80% of Salary

Industry standard for comfortable retirement

Comprehensive Retirement Plan
All-in-one federal retirement income analysis

Complete picture

Total Monthly Income

Detailed breakdown by income source

Quick Example Result

30 years service, $100K high-3, $500K TSP, full survivor benefit:

FERS Pension

$2,475

TSP Monthly

$1,667

Soc. Security

$3,333

Total Income

$7,475

How Our FERS Pension Calculator Works

Our FERS pension calculator provides comprehensive retirement income analysis by combining all three pillars of the Federal Employees Retirement System. The calculator uses OPM formulas for the FERS annuity, applies standard TSP safe withdrawal rates, and estimates Social Security benefits to give you a complete picture of your retirement income.

FERS Three-Tier Retirement System

Tier 1 - FERS Pension: 1% or 1.1% × High-3 × Years
Tier 2 - TSP: Balance × Withdrawal Rate (typically 4%)
Tier 3 - Social Security: ~40% of High-3 (estimate)
Total Income: Sum of all three tiers
Replacement Rate: Total Income ÷ Pre-Retirement Salary

The three-tier system is designed to provide 70-80% income replacement when all components work together. FERS pension provides the guaranteed base (30-35%), Social Security adds another layer (30-40%), and TSP withdrawals fill the gap (10-20%). Unlike the old CSRS system which relied solely on pension, FERS requires federal employees to actively save in TSP to achieve adequate retirement income.

📊 FERS Income Distribution

Pie chart showing typical breakdown of retirement income sources

FERS Survivor Benefit Options

The FERS survivor benefit provides continued income to your spouse after your death, but it comes at a cost during your lifetime. You can elect full survivor benefit (spouse receives 50% of your unreduced annuity) which costs 10% of your monthly payment, or partial benefit (spouse receives 25%) which costs 5%. If you're single or your spouse has independent income, you might choose no survivor benefit to maximize your monthly income.

  • Full survivor benefit: Costs 10%, spouse receives 50% of unreduced annuity for life
  • Partial survivor benefit: Costs 5%, spouse receives 25% of unreduced annuity for life
  • No survivor benefit: No cost reduction, spouse receives nothing after death
  • Survivor receives continued FEHB health insurance coverage
  • Cannot change election after retirement except in limited circumstances
  • Former spouse court orders can require survivor benefit coverage

Sources & References

FERS Pension Calculator Examples

Complete FERS Pension Calculator Example
Calculate total retirement income for 30 years of service with comprehensive benefits

Retirement Profile:

  • Years of Service: 30 years
  • High-3 Salary: $100,000
  • Retirement Age: 62
  • Survivor Benefit: Full (10% reduction)
  • TSP Balance: $500,000
  • Withdrawal Rate: 4%

Income Calculation:

  1. FERS: $100K × 30 × 1.1% = $33,000/year
  2. Survivor reduction: $33,000 × 10% = $3,300
  3. Net FERS: $33,000 - $3,300 = $29,700/year
  4. TSP: $500,000 × 4% = $20,000/year
  5. Social Security: $100,000 × 40% = $40,000/year
  6. Total: $29,700 + $20,000 + $40,000 = $89,700

Result: $7,475/month total retirement income ($89,700/year)

Income replacement rate: 89.7% (Excellent retirement readiness)

Without Survivor Benefit

Same profile, no survivor benefit

$7,750/mo (+$275 monthly)

Lower TSP Balance

$250K TSP (other factors same)

$6,642/mo (80% replacement)

Frequently Asked Questions

Found This Calculator Helpful?

Share it with other federal employees planning their retirement

Share This Calculator
Help others discover this useful tool

Suggested hashtags: #FERS #FederalRetirement #Pension #RetirementPlanning #Calculator

Related Calculators

FERS Annuity Calculator
Calculate FERS retirement annuity, special retirement supplement, and lifetime benefits.
Use Calculator
Dave Ramsey Retirement Calculator
Calculate retirement savings and income using proven investment strategies.
Use Calculator
Roth Conversion Calculator
Calculate Roth IRA/TSP conversion taxes and long-term tax-free retirement benefits.
Use Calculator
Request Custom Calculator