Social Security & Medicare Worksheets
No email needed. If you would like one note when the figures update, leave your address below.
Trouble opening or printing it? Write to [email protected] and we will send the file by email.
What is in the set
- Worksheet 1. Your Staircase
- Worksheet 2. Your Cumulative Table
- Worksheet 3. Which Case Is Yours
- Worksheet 4. Couple's Planner
- Worksheet 5. Your Taxable Share
- Worksheet 6. The Social Security Decision Sheet
- Worksheet 7. Countdown Checklist
- Worksheet 8. Your HSA Stop Date
- Worksheet 9. Your Ten-Year Comparison
- Worksheet 10. Bracket Check and Fill-the-Bracket Planner
- Worksheet 11. Hospital Protection Card
- Worksheet 12. Five Questions for Any Agent
- Worksheet 13. The Medicare Decision Sheet
Printing tips
- Print at 100 percent. In the print box, choose "Actual size" rather than "Fit to page" so the blanks stay large.
- One side only. The worksheets are meant to be spread out on the table, side by side.
- Pencil, not pen. You will change your mind at least once. That is the point.
- Come back in the autumn. The file at this address is replaced the week new figures publish. Reprint the pages that changed.
Questions about the worksheets.
Is this connected to Social Security or Medicare?
No. Clear Table Press is an independent publisher. The workbook is not affiliated with the Social Security Administration, Medicare, or any government agency, and nobody from the press will call you or sell you anything.
Will the numbers be out of date by the time I use it?
Every dollar amount in the book carries its year. Social Security publishes next year's figures in mid-October and Medicare in October or November. The free printable worksheets are updated the week those figures appear, and a new edition follows each January, so the copy you buy in the fall is right in January.
Can I print the worksheets more than once?
Yes. Print as many copies as you like, for a second try or for a parent or spouse. No email address is required to download them.
What if you got something wrong?
Write to [email protected] with the page and the rule. Corrections go into the free worksheet set immediately, into the next printing, and are noted on this page.
The Social Security & Medicare Workbook
Two numbers from your statement, one hour with a pencil, and every decision priced before you make it. Every worksheet here has a chapter in the book that states the rule, cites the source, and does the arithmetic once before you do yours.