Free · for readers of the Plain-English Money Guides
Free book worksheets
Each book in the series comes with a printable worksheet. Sign up for The Financial Planner, my free email newsletter, and the worksheets come to your inbox.
The worksheets are for your own notes and math. They do not tell you what to do, and they are not a substitute for advice on your own situation.
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The worksheets
One for each book.
- RMD Worksheet + Yearly Deadline Calendar From Your First RMD Made Simple.
Work out a first required minimum distribution step by step, with a calendar of the yearly deadlines that go with it. - Widow’s Money Checklist Worksheet + 30/90/365 Calendar From The Widow’s Money Checklist.
The money tasks after a spouse dies, sorted into what to handle in the first 30 days, the first 90 days, and the first year. - IRMAA Worksheet + Appeal Checklist From Medicare IRMAA, Explained.
Check where your income falls against the IRMAA brackets, and gather what Social Security asks for if a life-changing event lowered your income. - Inherited IRA Worksheet + 10-Year Planner From Inherited an IRA? Read This First.
Sort out which rules apply to the account you inherited, and lay out the withdrawal years on one page.
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