For readers · Retiring at 62
Retiring at 62: free printable worksheets
Six printable worksheets for the years between 62 and Medicare: a gap map and budget, a Social Security claiming comparison, a health coverage plan from 62 to 65, a Marketplace income check, a year-by-year bridge ledger, and an “Is 62 right for me?” checklist.
By James R. Ustby, CFP®. Retiring at 62 is one of the Plain-English Money Guides. This page is the free printable companion to the book. You do not have to sign up.
Free for readers
Download the worksheets.
Printable PDF, free. No form and no email. The file downloads when you click the button.
Prefer to talk it through?
Bring the worksheets, or just the question. No obligation.
What readers get
The worksheets, and where to go next.
- Printable PDF, free. Nine pages. The download starts when you click the button. There is no form.
- Six worksheets from the book. For your own numbers on spending, Social Security starting ages, health coverage, Marketplace income, and the bridge from savings. They do not tell you when to retire or when to claim.
- Reference tables and a 62-to-65 calendar. Copied from the book. Figures are federal rules as of October 2026 and can change.
- A conversation, if you want one. The worksheets are educational and are not advice on your situation. Bring them to your tax professional, or book a free call.
On this site
- Social Security calculator: 62 vs 67 vs 70
- How much do you lose by claiming Social Security at 62?
- When should I take Social Security?
- Retirement income calculator
- Retirees: start here
Educational only. Not tax, legal, or investment advice. Downloading does not create an advisory relationship. Consult your own tax professional and advisors about your situation.
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This material is for general information only and is not intended to provide specific advice or recommendations for any individual. Neither LPL Financial nor its representatives provide legal or tax advice; please consult your attorney or tax advisor regarding your specific situation. No strategy assures success or protects against loss. Examples are hypothetical and for illustration only.