Retirement
Forms and resources for retirement
19 resources in this category
401k Contribution Calculator Worksheet
Calculate optimal 401k contributions based on salary, employer match, tax bracket, and retirement goals.
401k Fund Selection Worksheet
Choose 401k investment funds based on risk tolerance, time horizon, expense ratios, and diversification needs.
401k Rollover Checklist: Job Change
Roll over your 401k after changing jobs with steps for direct transfer, tax considerations, and account setup.
401k Rollover Checklist: Retirement
Move your 401k at retirement with options for rollover IRA, annuity, or systematic withdrawal planning.
Roth vs Traditional 401k Comparison Worksheet
Compare Roth and traditional 401k options based on current tax rate, expected retirement tax rate, and contribution limits.
Roth IRA Contribution Eligibility Worksheet
Determine Roth IRA eligibility and maximum contribution based on filing status and modified adjusted gross income.
403b and 457b Plan Comparison Guide
Understand the differences between 403b and 457b plans for public sector and nonprofit employees.
Pension Benefit Comparison Worksheet
Compare pension payout options including single life, joint and survivor, lump sum, and period certain annuities.
Social Security Claiming Strategy Worksheet
Evaluate Social Security claiming ages from 62 through 70 with break-even analysis and spousal benefit strategies.
Retirement Readiness Assessment Worksheet
Assess your retirement readiness by comparing projected income sources against estimated retirement expenses.
Employer Match Maximization Calculator
Calculate the contribution level needed to capture your full employer 401k match without over-contributing.
Catch-Up Contribution Planning Worksheet (Age 50+)
Plan catch-up contributions to 401k, IRA, and HSA accounts for employees age 50 and older.
Deferred Compensation Plan Guide
Understand nonqualified deferred compensation plan benefits, risks, and distribution election strategies.
Retirement Plan Loan Guide
Evaluate whether a 401k loan is appropriate with repayment terms, opportunity cost analysis, and risk considerations.
Hardship Withdrawal Guide
Understand 401k hardship withdrawal eligibility, tax consequences, and required documentation.
Required Minimum Distribution Planning Worksheet
Plan required minimum distributions from retirement accounts with age-based calculations and tax strategies.
Backdoor Roth IRA Planning Guide
Execute a backdoor Roth IRA conversion for high earners with step-by-step instructions and tax reporting guidance.
Mega Backdoor Roth Worksheet
Determine if your 401k plan allows after-tax contributions and in-plan Roth conversions for mega backdoor Roth.
Early Retirement Benefits Planning Worksheet
Plan benefits coverage for early retirement including pre-Medicare health insurance, 401k access, and Social Security.