Free printable set · 2027 Edition
Social Security & Medicare Worksheets
Download the PDF
0.2 MB · opens in your browser, prints on any printer
No email needed. If you would like one note when the figures update, leave your address below.
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.
The book behind the sheets
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.